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The Right Side of 40
Inheriting an IRA After 40: Key Tax Strategies and Distribution Rules

Inheriting an IRA After 40: Key Tax Strategies and Distribution Rules

by Susan Alefi

Deborah Heiser's avatar
Deborah Heiser
Nov 01, 2024
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The Right Side of 40
The Right Side of 40
Inheriting an IRA After 40: Key Tax Strategies and Distribution Rules
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As our population ages and IRAs pass to loved ones, many beneficiaries are unaware of the distribution rules surrounding inherited IRAs. Here are some of the most common scenarios: 

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