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Inheriting a retirement account

This video identifies financial responsibilities associated with the account.

Beginner
Living in Retirement
Inherited IRA

Living in Retirement
Saving for Retirement
Inherited IRA

Living in Retirement
Saving for Retirement
Inherited IRA

Living in Retirement
Saving for Retirement
Inherited IRA

Living in Retirement
Saving for Retirement
Inherited IRA

Living in Retirement
Saving for Retirement
Inherited IRA

If you recently lost a loved one, or are helping someone who has, you may face new responsibilities and questions around an inherited retirement account. Take a few minutes to view this video to be aware of the associated financial responsibilities with it.

Please note: Federal legislation enacted on December 20, 2019, made a number of changes to the rules regarding defined contribution, defined benefit and/or individual retirement plans, and 529 plans. Information herein may refer to or be based on certain rules in effect prior to this legislation and current rules may differ. As always, before making any decisions about your retirement planning or withdrawals you should consult with your tax advisor.

Read relevant legal disclosures

Take the next step

Learn about inherited IRA choices.

Plan with resources

Get help with the inheritance process.

Talk money with family

Conduct discussions about health, wealth, and legacy planning.

Important legal information about the e-mail you will be sending. By using this service, you agree to input your real e-mail address and only send it to people you know. It is a violation of law in some jurisdictions to falsely identify yourself in an e-mail. All information you provide will be used by Fidelity solely for the purpose of sending the e-mail on your behalf.The subject line of the e-mail you send will be "Fidelity.com: "

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Fidelity does not provide legal or tax advice. The information herein is general and educational in nature and should not be considered legal or tax advice. Tax laws and regulations are complex and subject to change, which can materially impact investment results. Fidelity cannot guarantee that the information herein is accurate, complete, or timely. Fidelity makes no warranties with regard to such information or results obtained by its use, and disclaims any liability arising out of your use of, or any tax position taken in reliance on, such information. Consult an attorney or tax professional regarding your specific situation.

Recently enacted legislation made a number of changes to the rules regarding defined contribution, defined benefit and/or individual retirement plans and 529 plans. Information herein may refer to or be based on certain rules in effect prior to this legislation and current rules may differ. As always, before making any decisions about your retirement planning or withdrawals, you should consult with your personal tax advisor.

Keep in mind that investing involves risk. The value of your investment will fluctuate over time, and you may gain or lose money.

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