Inherited an IRA? Key distribution rules to know

Inherited IRA distribution rules have changed in ways that can significantly impact your taxes and tax strategy.

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.

Inherited IRA rules changed. Don't get mired in high taxes, penalties

New IRS rules for inherited IRAs became effective last year. Pay attention to avoid a 25% penalty and a "tax bomb".
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, ...
Huron Daily Tribune on MSNOpinion

Savvy Senior: How to navigate inheriting an IRA from a parent

"My brother and I recently inherited our father’s IRA when he passed away late last year and would like to know what we need ...

Inherited IRA rules changed — how to avoid a tax bomb and penalties under new IRS rules

Inherited IRA tax rules: Recent IRS changes mandate beneficiaries to empty inherited IRAs within 10 years, with exceptions for certain individuals. Failing to take Required Minimum Distributions (RMDs ...
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 ...
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 ...