Retirement Weekly: What are my options with an inherited IRA and 401(k)?

Personal Finance




Q.: I am single and just learned I inherited a 401(k) and an IRA from my sister. Can these be rolled over or converted to a Roth IRA?

— Al in Boise

A.: My condolences on the loss of your sister, Al.


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Dan Moisand is a principal at Moisand Fitzgerald Tamayo, LLC in Melbourne and Orlando, Fla. He is a happily married father of two, a past national President of the Financial Planning Association, has been featured as one of America’s top financial planners by at least 10 financial planning publications.

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