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  2. Inherited IRA rules: 7 things all beneficiaries must know - AOL

    www.aol.com/finance/inherited-ira-rules-7-things...

    An inherited IRA may be the most complex issue to handle well when wrapping up an estate. If you’ve recently inherited an individual retirement ... known as an eligible designated beneficiary ...

  3. Inherited IRAs and the 10-Year RMD Rules: What You Need ... - AOL

    www.aol.com/finance/10-rmd-rules-inherited-iras...

    If an eligible designated beneficiary dies, the inherited IRA goes to the successor beneficiary. The successor takes distributions according to the eligible designated beneficiary’s life expectancy.

  4. The IRS just updated the rules for inherited IRAs. What heirs ...

    www.aol.com/finance/irs-just-updated-rules...

    They can treat the inherited IRA as their own, or take distributions based on their life expectancy. These new rules do not apply to accounts inherited before 2020, or to Roth IRAs. This story was ...

  5. Estate planning - Wikipedia

    en.wikipedia.org/wiki/Estate_planning

    In the United States, without a beneficiary statement, the default provision in the contract or custodian-agreement (for an IRA) will apply, which may be the estate of the owner resulting in higher taxes and extra fees. Generally, beneficiary designations are made for life insurance policies, employee benefits, (including retirement plans and ...

  6. Individual retirement account - Wikipedia

    en.wikipedia.org/wiki/Individual_retirement_account

    If the IRA owner dies, different rules are applied depending on who inherits the IRA (spouse or other eligible designated beneficiary, [16] other beneficiary, multiple beneficiaries, and so on). In case of spouse inherited IRAs, the owner's spouse has the following options:

  7. Inherited IRAs: How To Maximize Your Inheritance - AOL

    www.aol.com/inherited-iras-maximize-inheritance...

    A designated beneficiary is typically required to liquidate the account by the end of the 10th year following the year the previous IRA owner died. If you don’t, you’ll face additional penalties.

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