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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.

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 4.3 out of 5 by 621.
Rated 5 out of 5 by from
Date published: 2016-12-23
Rated 5 out of 5 by from 30+ years of outstanding service, low costs, and reliability Over my working life, I've had 401k accounts with other brokerage/financial institutions. But none have provided the level of service that Charles Schwab has given me for over 3 years. Great customer service, reliable systems, full range of investments, and excellent value.
Date published: 2016-12-22
Rated 5 out of 5 by from easy to navigate At least 15 years of satisfaction
Date published: 2016-12-12
Rated 4 out of 5 by from
Date published: 2016-12-12
Rated 5 out of 5 by from MANAGING IRA'S I HAVE HAD IRA'S WITH SCHWAB FOR MANY YEARS AND I AM HAPPY THAT THEY MANAGE THEM TOTALLY..
Date published: 2016-12-10
Rated 5 out of 5 by from Easy of access / Great research Extremely easy to access account information. Very user friendly trading. Generally excellent call-in center assistance is available. Call-in assistance is available 24/7
Date published: 2016-12-09
Rated 1 out of 5 by from
Date published: 2016-12-08
Rated 5 out of 5 by from Fantastic website and tools The website is clean, easy to use, and has many great researching tools.
Date published: 2016-12-06
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