Jason Foster, JD, AEP®

Inherited IRAs and the 10-Year Rule: Beware of Potential Tax Consequences in the Future

Inherited IRAs and the 10-Year Rule: Beware of Potential Tax Consequences in the Future If you have inherited an IRA after 2019 from a non-spouse, it is highly likely you are subject to the rule under the SECURE Act (passed in December 2019) forcing beneficiaries to distribute the entire account within 10 years.  There are…

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