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Inherited IRA rules: 7 key things to know 1. Spouses get the most leeway. If someone inherits an IRA from their deceased spouse, the survivor has several choices of what to do with it:
Inherited traditional and Roth IRA rules require the beneficiary to begin taking distributions by the end of the year following the original account holder’s death. Failing to do so can result ...
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 ...
Inheriting an IRA as a beneficiary can increase your financial security. But, because an inherited IRA usually imposes a 10-year distribution schedule, the account may also create larger tax ...
Previously, if you inherited an IRA account, the annual required minimum distribution (RMD) was typically based on your life expectancy. But in 2020, the rules changed. Don't miss
Starting in 2025, if you have inherited an IRA in 2020 or any year since from a person who is currently withdrawing their required minimum distributions from the same account — not including ...