Question: I previously read your 2020 edition of Get Your Ducks in a Row. I believe I know the answer to my question based on what I read on page 88. I’m writing on behalf of my three adult [...]

Question: My siblings and I inherited an IRA from an aunt in disproportionate amounts. One sibling refuses to set up their own inherited IRA account because they are upset they did not get an [...]

Question: I inherited a traditional IRA from my mother; I am the sole beneficiary. I am leaning toward liquidating the securities but I wanted to understand how that is accomplished. I assumed [...]

Question: I am a non-US citizen married to a US citizen who recently died. What is the procedure for me to inherit my late husband’s IRA? I am the executor of his will, which leaves his [...]

If you inherit an IRA or other retirement plan (401(k) or 403(b)), the rules on when you have to take your required minimum distributions can be complicated unless you are the spouse of the [...]