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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 449.
Rated 5 out of 5 by from ease of transfers love the ability to do bank to investment transfers online easily. Safe and secure. thanks.
Date published: 2018-06-29
Rated 5 out of 5 by from
Date published: 2018-06-28
Rated 5 out of 5 by from
Date published: 2018-06-27
Rated 5 out of 5 by from
Date published: 2018-06-25
Rated 5 out of 5 by from
Date published: 2018-06-25
Rated 5 out of 5 by from Low fees, great selection Left one brokerage and immediately began saving $3000 yearly in fees! Had a question and extremely helpful rep provided accurate information and even followed up with a phone call the next business day. Excellent online tools and selection of funds-wish we made the switch sooner!
Date published: 2018-06-23
Rated 5 out of 5 by from Excellent Customer Service I just spoke with Caitlin who helped me set up a moneylink wire transfer. She was very kind, and patient with me. I greatly appreciated her assistance with this matter.
Date published: 2018-06-21
Rated 5 out of 5 by from
Date published: 2018-06-16
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