I indicated in a recent column that if you inherited an IRA after the SECURE Act went into effect at the beginning of 2020, and if the original owner of the IRA had reached their required beginning ...

Taking IRA distributions is often confusing, more so if you are inheriting an IRA. Part of the reason I eventually became a financial planner is due to my own experience trying to find accurate advice ...

Forbes contributors publish independent expert analyses and insights. Bob Carlson researches all facets of retirement finances. Required minimum distributions from IRAs and 401(k)s can become a major ...

The Internal Revenue Service is once again waiving the hefty penalties for taxpayers who haven’t taken their required minimum distributions on the traditional IRAs they inherited. The agency will ...

IRAs are an important part of many investors' nest eggs. Know the rules for how to withdraw funds from them for your retirement. Individual retirement accounts (IRAs) play a key role in helping ...

An audit of Susan’s IRA activity revealed that she paid income tax on $50,000 that qualified to be tax-free. Susan mistakenly believed that her IRA custodian would inform her how much of her ...

The Roth IRA is a unique type of investment account that offers every future retiree’s dream — the prospect of tax-free income after reaching retirement age. Like any retirement account, however — and ...