The Daily Overview on MSN

Inherited IRA rules can punish you, here's the smarter way

Inheriting a retirement account is supposed to feel like security, not a tax trap. Yet the current inherited IRA regime can ...
Westfair Communications

Inherited an IRA Before 2020? Here’s What You Need to Know

If you inherited an IRA from someone who died in 2019 or earlier, you're probably confused about the rules. You're ...

I inherited my mom’s IRA and still need to take $10K in required minimum distributions in 2026, but there’s no cash. What do I liquidate?

Take Becka, a hypothetical married mother of three who inherited her mom’s individual retirement account (IRA). She needs to ...

Avoid turning your inherited IRA into an IRS tip jar | Opinion

Inheriting an IRA from someone who was not your spouse can feel like a financial gift — until you meet the maze of rules with ...
NBC DFW

These big inherited IRA mistakes can shrink your windfall — here's how to avoid them

If you've inherited an individual retirement account, you may have big plans for the balance — but costly mistakes can quickly shrink the windfall, experts say. The average IRA balance was $127,534 ...
Los Angeles Times

The lowdown on inherited IRAs

Dear Liz: I inherited my mother’s Roth IRA when she died in 2015 and have been taking yearly required minimum distributions based on my age. My spouse is my primary beneficiary on this inherited Roth ...
Rochester Business Journal

The inheritance that never comes? | The Informed Investor

If you know you’re receiving an inheritance, you’ve seen the estate documents, your benefactors have given you a specific ...
NBC Connecticut

These big inherited IRA mistakes can shrink your windfall — here's how to avoid them

If you've inherited an individual retirement account, you may have big plans for the balance — but costly mistakes can quickly shrink the windfall, experts say. Stream Connecticut News for free, 24/7, ...