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Inherited IRA rules can punish you, here's the smarter way

Inheriting a retirement account is supposed to feel like security, not a tax trap. Yet the current inherited IRA regime can ...

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?

Take Becka, a hypothetical married mother of three who inherited her mom’s individual retirement account (IRA). She needs to ...
NBC Connecticut

This inherited IRA rule change for 2025 could trigger a 25% tax penalty

There has been a change to inherited individual retirement account rules which mandates that certain heirs must take required withdrawals each year or face an IRS penalty. Starting in 2025, certain ...

Many Americans make this costly 401(k) and IRA mistake — don’t leave a mess for your family

Many Americans risk sending their 401(k) and IRA savings to the wrong heirs. Outdated beneficiary forms override wills and ...
Law

Brace Yourself: RMDs Are Coming

John Paul D. Dziuba II of CSG Law. Courtesy photo Almost four years after the SECURE Act went into effect, plan administrators, tax practitioners, and certain inherited IRA beneficiaries finally have ...
NBC Los Angeles

This inherited IRA rule change for 2025 could trigger a 25% tax penalty

There has been a change to inherited individual retirement account rules which mandates that certain heirs must take required withdrawals each year or face an IRS penalty. Stream Los Angeles News for ...