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inherited IRA

Options for a Spouse Beneficiary – Remain a Beneficiary or Retitle to Your Own Account?

Warning! The options described here are for spouse beneficiaries named on the beneficiary forms of IRA accounts. Non-spouse beneficiaries and spouses who inherit through an estate have a different sets of rules.

Do You Know What to Do When You Inherit an IRA? This Week’s Q&A.

This week's Slott Report Mailbag looks into QCDs, RMDs and inherited IRAs.

Don’t Inherit a Mess When Your Spouse Passes Away: This Week’s Q&A

This week's Slott Report Mailbag looks into inherited IRAs, spousal rollovers, and 401(k)'s.

Inheriting an Inherited IRA

What are the rules when you inherit an inherited IRA? We get this question frequently. Let’s consider what happens when using designated beneficiaries.

Don’t Make the Same Mistakes These Advisors Made: This Week’s Q&A

This week's Slott Report Mailbag looks into SEP-IRAs, 403(b)s and inherited IRAs.

Questions about Your Inherited IRA? This Week’s Mailbag Q&A

This week's Slott Report Mailbag looks into inherited IRAs, RMDs, and NUAs.

Calculating RMDs with Multiple Beneficiaries: This Week’s Q&A

This week's Slott Report Mailbag looks into calculating RMDs with multiple beneficiaries and inheriting IRAs.

Inherited an IRA with Missed RMDs? This Week’s Q&A

This week's Slott Report Mailbag looks into missed RMDs, inherited IRAs, and QDROs.

The 99% Rule for Spousal Beneficiaries of Retirement Accounts

It sounds funny to say, but death is a part of life for all of us. It’s one of the few things that all of us have in common at some point, and it’s one of the few issues that must be addressed in every plan. While every situation is unique and we all have our own goals and objectives, the overwhelming majority of married couples with IRAs and other similar accounts, such as 401(k)s and 403(b)s, name their spouse as their primary beneficiary as part of their estate plans. As such, knowing the rules for when a spouse inherits an IRA is critical for just about every married couple.

Inherited IRAs and Roth IRA Distributions. This Week’s Q&A Mailbag

This week's Slott Report Mailbag looks into inherited IRAs, RMDs, and Roth IRA distributions.

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