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Inherited IRA

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An inherited IRA is created when someone inherits an IRA after the death of the original owner. If you've inherited an IRA or an account in an employee-sponsored retirement plan, consider transferring it to a Schwab Inherited IRA and get one-on-one help and guidance. You'll get all the tax advantages of the IRA, as well as the ability to withdraw funds according to a set schedule over your lifetime.

What are the fees and commissions?

  • $0 account open or maintenance fees. Other account fees, fund expenses, and brokerage commissions may apply1.  Please see the Charles Schwab Pricing Guide for details. 
  • Account Minimum: $1,000
  • Commissions: $8.95 per online equity trade;1 $0 per Schwab ETF online trade in your Schwab account2

What do I get with a Schwab Inherited IRA?

Every Schwab account comes with one-on-one investment help and guidance. With this account, you'll also get:

See client reviews.

Ready to get started?

Call 866-855-5635.


Open a Schwab Inherited IRA today.

Call 866-855-5635 to get started.

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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.

Investment returns will fluctuate and are subject to market volatility, so that an investor’s shares, when redeemed or sold, may be worth more or less than their original cost. Unlike mutual funds, shares of ETFs are not individually redeemable directly with the ETF. ETF Shares are bought and sold at market price, which may be higher or lower than the net asset value (NAV).

Individual Retirement Account is rated 4.2163 out of 5 by 490.
Rated 5 out of 5 by from Easy to use, great service All the things that annoy me about other banks: hidden fees, convoluted websites, the continual pushing of paperless deliver or credit cards, long service wait times, inflexible rules, are absent here. This is a great, online IRA account. Prompt service, flexible, fully featured, along with great access to research, stats, etc. For instance, once I was having an issue with a transfer from another bank and they actually called the bank with me!
Date published: 2014-08-16
Rated 1 out of 5 by from Go elsewhere customer service is bad.Been waiting a week for a check to be mailed across town.Am switching my acct. to another broker.
Date published: 2013-10-04
Rated 5 out of 5 by from SUPPORT LOCAL AND ON LINE SUPPORT HAS BEEN VERY GOOD
Date published: 2013-10-04
Rated 5 out of 5 by from Dividends Overall the website is great. I would really like to see the option to track dividends. As it is now its very difficult to quickly see total income being generated in my account both as a percentage and/ or dollar amounts. thanks
Date published: 2013-10-03
Rated 4 out of 5 by from
Date published: 2013-10-03
Rated 4 out of 5 by from Dividends When dividends are paid, would like to have number of shares shown dividend paid on. TKS
Date published: 2013-10-03
Rated 1 out of 5 by from Staff never says same thing. Moving money from ESA account to Schwab one account is a nightmare. Always have to fill out nine page form with only three checked items to get it done. Sometime telephone call or chat does it other times the obnoxious complicated form is required. A fax to speed things up always gets lost and has no feedback. I have paid late fees on tution and housing requirement when I have mistakenly assumed this could be done in a days time. Staff is not helpful as they have the poet to say, "do it the hard way" and use it. Shape up Charles.
Date published: 2013-10-03
Rated 5 out of 5 by from
Date published: 2013-10-02
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