Question: When my uncle passed away in spring of 2022, he left me half of his large IRA. I thought the IRA was supposed to deplete within 10 years of my uncle’s death, but someone recently told me I’m ...

Q. Hi Dan. In your last column you wrote about “… a rather infamous provision dubbed the ‘pro-rata rule.’” One of my IRAs is non-deductible, so I need to know what that is and why it’s infamous. Can ...

The IRS’ proposed regulations on required minimum distributions released on Feb. 23 created a flood of questions from advisers on how the post-death RMD rules would work. The IRS’s interpretation of ...

If you inherit a traditional IRA or 401(k), should you keep that money separate from your own or should you combine it with your own accounts? Every week, financial expert Suze Orman answers financial ...