Congress changed the rules for when beneficiaries must take money from inherited IRAs, 401(k)s, and other retirement accounts. Here’s how to avoid the most common traps.

Should you rollover a spousal inherited IRA or just leave it? This is likely just one of the many decisions that has been dropped in your lap. You may also receive much well-meaning advice from ...

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, ...

It's a great alternative to mutual funds—if you can afford it Katrina Lamb, CFA, is the head of investment strategy and research for MV Financial. She has 25+ years of experience in the investment ...

Unified managed accounts (UMAs) and separately managed accounts (SMAs) are two account types that offer high-net-worth clients more control and flexibility than mutual funds. Both options let you ...

I have two inherited Roth accounts that total around $80,000, and an inherited IRA account with around $80,000 from my partner's 401(k) account. My partner sadly passed away this year at age 45. I am ...

Whether you have to report an inheritance on your taxes depends on what you inherit and the subsequent handling of that inheritance. While inheritances themselves are often not subject to federal ...