Explore your options as a Roth IRA beneficiary, from spousal transfers to required withdrawals, depending on your relationship to the original account holder.

Inherited Roth IRAs present unique challenges and opportunities for beneficiaries, differing significantly from standard Roth accounts. While traditional Roth IRAs allow owners to avoid required ...

I’m thinking of transferring the money to her Roth IRA, which was established when she was a teenager.” (Photo subjects are ...

Explore inherited IRA rules. Learn how tax regulations impact spouses and non-spouses under the SECURE Act. Understand your options for inheriting IRA funds.

If you're inheriting an IRA, you might think you can let that money sit and grow until you need it. But there are rules ...

SMB owners are responsible for their own nest eggs. Which retirement account should they choose? Compare the pros and cons of ...

A new Roth IRA conversion option for unused money in 529 college savings plans, which went into effect this year, is likely to spur more college savings, according to a new survey from Saving For ...

(Dow Jones) Participants in 401(k) plans may get additional tools next year to avoid potentially higher taxes on their retirement savings. Employers and legislators are considering options that would ...

Converting to a backdoor Roth IRA via an IRS "loophole" is an estate planning tool that gives heirs tax-free income in ...

Although saving and investing for retirement looks different for everyone, the end goal is typically the same for most people: ensure you have enough saved to have as financially stress-free of a ...

A few years ago, if you had asked me to call out the best retirement savings account in existence, I probably would've pointed to the Roth IRA. Roth IRAs are loaded with benefits -- ones that can make ...

For the past seven years, Kat has been helping people make the best financial decisions for their unique situations, whether they're looking for the right insurance policies or trying to pay down debt ...