Inherited an IRA? Don't fall into the 10-year tax trap

Rules on inherited IRAs have tightened, and most non-spouse beneficiaries must empty the pot in 10 years or face stiff ...

I inherited my mom’s IRA and still need to take $10K in required minimum distributions in 2026, but there’s no cash. What do I liquidate?

The death of a loved one is hard enough without the added stress of inherited accounts.
24/7 Wall St.

The Stretch IRA Disappeared in 2020 and Most Heirs Still Don’t Know It

If you’re expecting to inherit an IRA from a parent or other relative, the distribution rules have fundamentally changed in ...
NBC Bay Area

Inherited IRA rules are changing in 2025 — here's what beneficiaries need to know

Starting in 2025, certain heirs with inherited individual retirement accounts must take yearly required withdrawals or face a penalty. But some non-spousal beneficiaries should consider taking ...
NBC Bay Area

There's a ‘big change' for inherited IRAs in 2025, advisor says. Here's how to avoid a penalty

However, a lesser-known change for 2025 could trigger a costly surprise penalty, financial experts say. Starting in 2025, certain heirs with inherited IRAs must take yearly required withdrawals while ...

How Grandparents Can Best Provide For A Grandchild With A Disability

How grandparents can use Inherited IRA and special needs trust planning to reduce taxes and provide long-term financial ...
AOL

3 Required Minimum Distribution (RMD) Rule Changes Everyone Must Know Before the End of 2025

The SECURE acts introduced several major changes to RMDs over the last few years. The changes impact both retirees and those who inherited an IRA within the last five years. Knowing the rules could ...
Forbes

Should You Ever Name A Trust As Your IRA Beneficiary?

Naming your trust as the beneficiary of your IRA could have terrible tax consequences. This single fact does not mean you should never name a trust as the beneficiary of your IRA or other retirement ...
NBC 10 Philadelphia

There's a ‘big change' for inherited IRAs in 2025, advisor says. Here's how to avoid a penalty

Inheriting an individual retirement account is a windfall for many investors. However, a lesser-known change for 2025 could trigger a costly surprise penalty, financial experts say. Starting in 2025, ...
NBC Los Angeles

There's a ‘big change' for inherited IRAs in 2025, advisor says. Here's how to avoid a penalty

Inheriting an individual retirement account is a windfall for many investors. Stream Los Angeles News for free, 24/7, wherever you are. WATCH HERE However, a lesser-known change for 2025 could trigger ...