Charles Schwab Any of these three companies are a win for you so choose what makes sense. If you already have an account at one of them, it probably just makes sense to keep it simple and go with that one. In our case, I went with Vanguard because Faith already has a custodial taxab...
Option #2: Open an Inherited Roth IRA: Life expectancy method Option #3: Open an Inherited Roth IRA: 10-year method Option #4: Lump sum distribution Non-spousal options If you, as an individual, inherited an IRA from someone other than your spouse, there are different withdrawal rules de...
Does M1 Finance have custodial Roth IRA? Custodial accounts at M1 Finance are taxable accounts that cannot be transferred to an IRA. They can only be transferred to a taxable account or liquidated when the minor reaches majority. However, M1doesoffer inherited IRAs, including a Roth option. Can...
Charles Schwab is an advertising partner of Motley Fool Money.Dana Georgehas no position in any of the stocks mentioned. The Motley Fool recommends Charles Schwab and recommends the following options: short March 2025 $80 calls on Charles Schwab. The Motley Fool has adisclosure policy. ...