Kiplinger

FAQs About Passing an IRA to Your Heirs

How to best leave IRA assets to heirs has long been a popular topic among Kiplinger's Retirement Report readers. And the response to our recent cover story, "How Heirs Can Maximize an IRA", left no doubt that the topic has staying power.

The story, which looked at the rules that spouse and nonspouse heirs need to know to make the most of an inherited IRA, generated a number of

You’re reading a preview, subscribe to read more.

More from Kiplinger

Kiplinger3 min read
I’ve Inherited a Lot of Money. Now What?
It’s no surprise that many people who inherit millions of dollars are uncertain about what to do with their newfound wealth. The possibilities of becoming a multimillionaire overnight can be overwhelming, especially during a period when most are grie
Kiplinger5 min read
What You Need to Know About Life Insurance Settlements
Your life insurance monthly premium can start looking less and less appealing once you’ve retired. It’s a scenario Dan Simon, a retirement planning adviser with Daniel A. White & Associates in Middletown, Del., has seen quite often, even with his own
Kiplinger2 min read
Stock Market Today: Dow Officially Enters a Bear Market After Monday's Slide
Selling in the stock market picked right back up Monday, and despite a brief mid-morning push into positive territory, the major indexes still ended lower.  "Despite a quiet global economic data front, this weekend and Monday morning have been anythi

Related Books & Audiobooks