Inherited IRAs: What Every Heir Should Know
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Inherited IRAs: What Every Heir Should Know
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Inheriting an IRA isn’t just about receiving money — it’s about following the rules that come with it. In this episode, we break down how inherited IRA rules actually work, including the 10-year rule, spousal vs. non-spousal treatment, and the different categories of beneficiaries the IRS recognizes. You’ll learn how to avoid costly mistakes, understand when required minimum distributions (RMDs) apply, and how taxes and penalties can eat away at your inheritance if handled incorrectly. Whether you’ve already inherited an IRA or expect to in the future, this episode will help you protect more of what your loved one worked so hard to build.
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