Inheriting an individual retirement account can be a bittersweet experience. Although it’s a loving gesture from the deceased to help fortify your retirement, the machinations of an inherited IRA tend ...

An inherited individual retirement account (IRA) is a potential financial windfall that may create new opportunities to achieve your financial goals. If you are a beneficiary currently or expect to be ...

Navigating inherited individual retirement accounts (IRAs) has become increasingly challenging for beneficiaries. Recent legislative changes and regulatory updates have introduced new and important ...

I’m sorry to hear about your mom's passing. Required minimum distributions (RMDs) from inherited IRAs are one of the most confusing things that most people will have to deal with. That's partially ...

It pays to calculate RMDs (Required minimum distributions) as you approach retirement or if you are already retired. RMDs are the minimum annual withdrawals you must make each year from most ...

An inherited individual retirement account (IRA) is a potential financial windfall that may create new opportunities to achieve your financial goals. If you are a beneficiary currently or expect to be ...

The SECURE Act of 2019 and the SECURE Act 2.0 of 2022 all but fundamentally changed retirement account rules in ways that continue to catch both retirees and their beneficiaries by surprise. The ...

The SECURE acts introduced several major changes to RMDs over the last few years. The changes impact both retirees and those who inherited an IRA within the last five years. Knowing the rules could ...

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 am seeing an issue in the ...

Your adult children may covet your 1950s baseball-card collection, but unless there’s a mint-condition Willie Mays or Ted Williams in the stack, it won’t mean much to their financial security. An ...

Dear Mr. Premack: A large part of my estate, if I were to pass away now, is contained in my IRA account. My total estate would fall below the amount for federal tax exemption. Since the money in the ...