New IRS rule could cost you big if you inherit an IRA. Find out what you need to know to avoid costly penalties starting in ...

This new 10-year rule called into question whether a beneficiary would also have to continue taking RMDs from an account ...

If I have a Roth IRA, do I have to take RMDs? 1m read Ask the Expert: Do I owe state taxes on my retirement income? 1m read Ask the Expert: Spousal rules for inherited retirement accounts 1m read ...

When it comes to saving for retirement, the Roth and traditional IRA are like two sides of the same coin. Both offer powerful ...

A 401 (k) is the most popular retirement account (by far) and is often synonymous with retirement savings, but I personally ...

Because a surviving spouse can treat an inherited Roth IRA as their own Roth IRA, the surviving spouse will not be subject to Required Minimum Distributions, or RMDs, from the Roth IRA and any ...

Ogletree Deakins’ Stephanie Smithey and Carly Grey say retirement plan sponsors should document and communicate changes to ensure plans are administrated effectively and fulfill fiduciary duties.