It's important to know what options you have.

If you’ve inherited an individual retirement account (IRA), you’ll want to make sure you’re following the latest IRS rules to ...

Inherited IRA tax rules: Recent IRS changes mandate beneficiaries to empty inherited IRAs within 10 years, with exceptions ...

Starting in 2025, certain heirs with inherited individual retirement accounts must take yearly required withdrawals or face a penalty. But some non-spousal beneficiaries should consider taking ...

What are the rules regarding inherited IRAs? My brother and I recently inherited our father’s IRA when he passed away late last year and would like to know what we need to do to handle it properly.

Be sure you understand the tax consequences before making the change Cathy Pareto, MBA and CFP®, is the founder and president of Cathy Pareto & Associates Inc. For more than twenty years, Cathy has ...