Planning Around 10-Year Withdrawal Requirements from Inherited IRAs by Jeffrey M. Mutnik, CPA/PFS
Posted on November 09, 2023 by Jeffrey Mutnik
Certain non-spouse beneficiaries of inherited IRAs will need to begin taking annual RMDs from those accounts beginning in 2024 to satisfy the SECURE Act’s 10-year rule, which requires the liquidation of those accounts within 10 years of the original owner’s death. While the law eliminating stretch IRAs was passed in 2019, the IRS has since […]
