Inherited a Roth IRA? Here's What to Do Now

If you have just inherited a Roth IRA from your parent, spouse, or non-spouse, here are the rules for taxes and beneficiaries you need to know.

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?

The death of a loved one is hard enough without the added stress of inherited accounts.

Inherited an IRA? Avoid these expensive mistakes

Don't get hit with a big tax bill thanks to an inherited IRA. Learn the rules and save.
CNBC

Inherited IRAs have a key tax change for 2025. What to know to avoid a penalty of up to 25%

There is an inherited IRA change for 2025 that could trigger an IRS penalty of up to 25% before year-end. Starting in 2025, certain non-spouse heirs, including adult children, must start taking ...
JD Supra

Enforcement Date Approaches for Inherited IRA Beneficiaries

A recent WSJ article highlights a critical alert for beneficiaries who inherited traditional IRAs after 2019: the window to take distributions is limited and time-sensitive. Under the post-SECURE Act ...
San Angelo Standard-TimesOpinion

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 ...
Tulsa World

Retirement: Get the most from inherited IRAs

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 ...
AOL

I was the beneficiary of my late wife’s IRA and 401(k) — but I want our kids to get the cash. Do I still have to take minimum distributions one day?

Losing a spouse is an incredibly difficult experience as it is. Untangling their finances after they die only adds to the strain — particularly when it comes to retirement accounts. Imagine Stan, a 70 ...