Q: I recently inherited a regular IRA and a Roth IRA from my mother. I’ve heard something about a 10-year rule for my future ...

Navigating new distribution rules with inherited IRAsAn inherited individual retirement account (IRA) is a potential financial windfall that may create new opportunities to achieve your financial ...

My Oak Partners practice is a useful source of inspiration for the column, serving such a wide variety of investors and families with unique planning needs, I figure if I ...

Inheriting an IRA can be complex. The rules differ based on your relationship to the deceased, your age and even their age at ...

An inherited IRA is an individual retirement account opened when you inherit a tax-advantaged retirement plan (including an IRA or a retirement-sponsored plan such as a 401 (k)) following the ...

If the trust qualifies, the RMD rules that apply to the inherited account will depend on the identity of the beneficiaries. In other words, the ten-year rule or life expectancy rule may apply ...

The husband died in 2025, and the wife rolled his IRA into hers. Both have taken their RMDs in 2025. The widow will file a joint return for 2025.

If you take your 73-year-old RMD on April 1 of the following year, you'd still have to take your 74-year-old RMD by the end of the same calendar year. That's two years' worth of taxable ...

Retirees should consider taking their RMDs sooner rather than later in 2025 The S&P 500 (^GSPC 0.52%) is commonly regarded as the best benchmark for the entire U.S. stock market. The median ...