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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: $4.95 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.

See all accounts.

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 4.2 out of 5 by 663.
Rated 5 out of 5 by from
Date published: 2017-06-10
Rated 4 out of 5 by from
Date published: 2017-06-09
Rated 5 out of 5 by from Investment information; roll over IRA Agent was knowledgeable, competent, very pleasant and courteous. She found the answers to my many questions, listened to what I wanted to say, and found the answers, either in her scope of experience, or by contacting other divisions. I am very impressed with the quality we have received as we use Charles Schwab.
Date published: 2017-06-07
Rated 3 out of 5 by from Great up front, not much after The Charles Schwab agent was great at helping us get all of our accounts consolidated. However, when it came to actually allocating the funds into growing, i cannot get anyone to call me back to make an appointment to help my wife and i do this. So our money has been sitting in the account for over a year and has not grown one cent.
Date published: 2017-06-07
Rated 5 out of 5 by from no hassel great Schwab has always been there when I needed help and guidance in investing and been a great help.
Date published: 2017-06-06
Rated 5 out of 5 by from I have never had any trouble since help is just a phone call away
Date published: 2017-06-03
Rated 5 out of 5 by from fast service schwab is overall excellent customer service.
Date published: 2017-06-02
Rated 5 out of 5 by from
Date published: 2017-06-01
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