Inheriting a retirement account is supposed to feel like security, not a tax trap. Yet the current inherited IRA regime can turn a windfall into a punishing series of deadlines, penalties and surprise ...

Inheriting an individual retirement account can be a bittersweet experience. Although it’s a loving gesture from the deceased to help fortify your retirement, the machinations of an inherited IRA tend ...

Forbes contributors publish independent expert analyses and insights. Bob Carlson researches all facets of retirement finances. Congress and the IRS made inheriting an IRA a very complicated, ...

Forbes contributors publish independent expert analyses and insights. Bob Carlson researches all facets of retirement finances. Congress and the IRS made inheriting an IRA a very complicated, ...