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

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

    You can transfer assets into an inherited IRA in your name and choose to take distributions over 10 years. You must liquidate the account by Dec. 31 of the year that is 10 years after the original ...

  3. What happens to your investment accounts after you die? - AOL

    www.aol.com/finance/what-happens-to-investment...

    Plan Now to Smooth the Transfer of Your Brokerage Account Assets on Death. The Financial Industry Regulatory Authority (FINRA). The Financial Industry Regulatory Authority (FINRA). Accessed on ...

  4. How to prevent your investment assets from going into probate

    www.aol.com/finance/prevent-investment-assets...

    A transfer-on-death account is an arrangement that allows the assets held within a brokerage account to pass directly to a named beneficiary upon the account holder’s death, thus avoiding probate.

  5. 2025 financial checklist: Your guide to protecting your ... - AOL

    www.aol.com/finance/financial-planning-checklist...

    Consider consolidating old 401(k)s from previous employers into an IRA for easier management and potentially lower fees. Many IRAs offer more investment choices and lower expenses than workplace ...

  6. Ask the experts: I just got married. What investing decisions ...

    www.aol.com/finance/ask-experts-just-got-married...

    This ensures your spouse can receive assets after your death without having to go through probate, a lengthy and costly legal process. You can generally update beneficiary designations in a few ...

  7. Inheriting an IRA, whether a traditional or Roth account, comes with certain responsibilities. The rules for an inherited IRA depend on the specifics of your situation, as well as the deceased's ...

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