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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: $0
  • 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?

Open an Inherited IRA

Call 866-855-5635.


Open a Schwab Inherited IRA today.

Open an Inherited IRA

Need Help? 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 4.1 out of 5 by 472.
Rated 5 out of 5 by from great customer service website Schwab met all my requirements and answsered my questions
Date published: 2018-10-01
Rated 5 out of 5 by from Easy to use Schwab is by far the best product available to use on the internet. I am very satisfied to have my IRA managed by Schwab. They keep the responsibility with me and make it easy to trade, buy, or research accounts.
Date published: 2018-09-20
Rated 1 out of 5 by from No one wants to finish my IRA I had one guy help me establish an account but he turned me over to a local rep that disappeared.
Date published: 2018-09-12
Rated 4 out of 5 by from So far so good
Date published: 2018-09-06
Rated 1 out of 5 by from Bad Website I have been a Schwab customer for many years and have always been a big fan. This web site is making me crazy however. I am helping a family member set up a Roth IRA. I simply want to print our a copy of the application form so, my family member can get their info together to submit an on line application to set up an account. I find the form easily, but it is impossible to print out. The form has two spots labeled "print". Clicking on either will result in no action, or will cause the schwab logo to print out and then stop. Why can't the system work?
Date published: 2018-09-04
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