Inheriting a retirement account can be complicated. With a retirement account that you opened, you’re referred to as the original owner. You can contribute to this portfolio, manage it as you see fit, ...

Your spouse’s employer plan may force you into withdrawals sooner than you think. Here’s what you need to know.

This Redditor recently inherited money from a deceased relative and is unsure what to do next. They are unsure if they should first withdraw from a 401(k) or Roth IRA. The first thing this Redditor ...

For retirement savers, adding a beneficiary to your 401(k) plan should be a top priority. A 401(k) plan beneficiary is the person or entity, such as a charity or trust, who inherits your 401(k) after ...

When Leslie’s husband died in late 2022, she was devastated, but grateful he had left behind a 401(k) with nearly $350,000 in retirement savings. After taking time to grieve, she contacted the ...

Dear Liz: I inherited my mother’s Roth IRA when she died in 2015 and have been taking yearly required minimum distributions based on my age. My spouse is my primary beneficiary on this inherited Roth ...

For example, spouses who inherit an IRA or 401 (k) can roll that money into their own account. Depending on how old the ...

The sudden and unforeseen death of a relative loved one is a tragic event. When family survivors undertake the process of clearing up estate matters of the deceased, retirement accounts have a ...

If you're planning to pass down a 401(k) to your children, you're not alone. Many retirees want to ensure their hard-earned savings benefit the next generation. But when it comes to required minimum ...