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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 495.
Rated 5 out of 5 by from RMD Easy and simple.
Date published: 2018-11-29
Rated 1 out of 5 by from Incompetent Everything worked great until I had a filing problem. I was misinformed twice. Schwab didn't respond to submissions twice. No one to hold accountable.
Date published: 2018-11-21
Rated 5 out of 5 by from Great low cost investing Super easy interface, great options, and low fees. Makes me feel more in control of my money.
Date published: 2018-11-19
Rated 1 out of 5 by from poor features could not find link to corporate actions/instructions for tender offers. Very poor and highly frustrating.
Date published: 2018-11-15
Rated 5 out of 5 by from Great help when I need it Schwab is full service and meets my requirements for traditional IRA, Roth IRA, bank checking, and bank saving accounts.
Date published: 2018-11-14
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