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

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

    For example, while most non-spouse beneficiaries must spend down the accounts in 10 years, they only have a required minimum distribution (RMD) each year if the decedent was past the RMD age.

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

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

    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:

  4. What to Consider Before Putting Your IRA in a Trust - AOL

    www.aol.com/put-ira-trust-140025418.html

    The trust also has beneficiaries, which is what allows the IRA owner to have greater control over the distributions. They can specify exactly who should receive the funds, like a spouse, children ...

  5. Individual retirement account - Wikipedia

    en.wikipedia.org/wiki/Individual_retirement_account

    In case of non-spouse inherited IRAs, the beneficiary cannot choose to treat the IRA as his or her own, but the following options are available: take out all of the assets within 10 years of the owners death (10-year rule); [ 16 ] withdrawals may be subject to federal taxes.

  6. Rules for Withdrawing From an Inherited Roth IRA - AOL

    www.aol.com/rules-withdrawing-inherited-roth-ira...

    Inherited traditional IRA: Although many of the rules for an inherited IRA are the same as an inherited Roth IRA, there are key differences. For instance, beneficiaries will typically owe income ...

  7. Required minimum distribution - Wikipedia

    en.wikipedia.org/wiki/Required_minimum_distribution

    This is an overview of rules based on Internal Revenue Code Section 401(a)(9). The rules are detailed at Treas. Regs. 1.401(a)(9)-1 to -9 and 1.408-8. [7] The nonspouse rollover rules were passed in Section 829 of the Pension Protection Act of 2006 and interpreted by IRS Notice 2007-7, 2007-5 IRB 1.

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  2. Living Trusts Explained - For $1,000,000+ Portfolios

    Take out the guesswork with The Investor's Guide to Estate Planning for $1M+ portfolios. Understand the different types of trusts and what that means for your investments.

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