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I’ve read related forum topics and here is what I think I understand and what questions I have. Thanks for...

Client died 5 years ago. Trust was bene of her IRA, with specific names of people listed in the trust...

There seems to be some confusion on what happens when a trust inherits an IRA. My understanding is that if...

i Read your column in the Chicago Tribune and have learned a lot. I have a question I don't think you have addressed. I have multiple Roth IRA's that I converted years ago, paid the taxes and they are continuing to grow.

Have you inherited an IRA? What type of IRA is it? Your answer will matter a lot when it comes to your tax bill. Inheriting a traditional IRA will have very different tax consequences than inheriting a Roth IRA.

It is not unusual to inherit an IRA from someone who is not your spouse. Many people inherit an IRA from a parent or a sibling. If this is the case for you, here are six things you will want to know.

In two weeks I had three trusts come across my desk that were named as the beneficiary of the account owner’s IRA. The account owner had now died and the universal question was, “Now what?”

This week's Slott Report Mailbag looks at required minimum distribution (RMD) calculations for primary beneficiaries (depending on who is named) and answers a complex question on RMD issues when inheriting an inherited IRA.

Good Morning, T-IRA account owner, > 70.5 dies in 2013 Primary beneficiary was his wife – who predeceased him He...

Life insurance and Roth IRAs have a lot in common. They are both often used as wealth transfer tools to help facilitate an efficient transfer of assets from one generation to the next, and they are both able to provide a tax-free legacy, just to name a few. Despite their many similarities, however, Roth IRAs and life insurance are very different and the rules that apply to one don’t always apply to the other. In fact, more often than not, that’s the case. Below, we discuss three such examples.