Inherited IRA: Charles Schwab: Inherited IRA Account

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Inherited IRA Account Facts

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Request an application by mail

Open an account with $1,000.
Account service fees: None.
Contribution limit: You may not make contributions to an inherited IRA.
Who’s it for? Anyone who is a beneficiary of an IRA.
Important: Before choosing this account, please read our Inherited IRA Beneficiary Guide and talk with your tax advisor.

Open the account that lets you:

Preserve the tax-deferred status of the retirement account you have inherited.

Because it’s a Schwab account, you can:

Decide how your assets are invested— use our industry-recognized research to choose stocks; bonds; CDs; no-load, no-transaction-fee mutual funds and more; or select a single portfolio solution.
Get investment guidance from a Schwab investment professional.
Take advantage of Schwab’s retirement planning tools and resources.

Investors should consider carefully information contained in the prospectus, including investment objectives, risks, charges and expenses. You can request a prospectus by calling 800-435-4000. Please read the prospectus carefully before investing.

Charles Schwab & Co., Inc., receives remuneration from fund companies participating in the Mutual Fund OneSource® service. Schwab’s short-term redemption fee of $49.95 will be charged on redemption of funds purchased through Schwab’s Mutual Fund OneSource® service (and certain other funds with no transaction fee) and held for 90 days or less. For each of these trade orders placed through a broker, a $25 service charge applies. Funds are also subject to management fees and expenses

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