These inherited IRA mistakes could reduce your windfall, advisors say. How to avoid them

The rules for inherited IRAs can be complicated, and mistakes are costly. Here some of the biggest missteps and how to avoid them.

Inherited IRA Rules: Understand Tax Implications for Spouses & Non-Spouses

Explore inherited IRA rules. Learn how tax regulations impact spouses and non-spouses under the SECURE Act. Understand your options for inheriting IRA funds.

15 Mistakes to Avoid When Handling an Inheritance

Receiving an inheritance, whether expected or unexpected, is a bittersweet experience. While the extra money (or assets) may feel like a stroke of luck, it also comes with a major responsibility: ...
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Inheritance Rules for Traditional and Roth IRAs

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 age ...
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Traditional and Roth IRA Inheritance Rules You May Not Know About

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 age ...