What to Know About Inheriting a Retirement Plan

Navigating inherited IRAs can be confusing. Here’s what spouses, children, and other beneficiaries need to know about RMD rules and withdrawal timelines.
What to Know About Inheriting a Retirement Plan
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You may have recently inherited an individual retirement account (IRA) from a loved one. But while you’re in mourning, you also may have to make some complex decisions around handling those funds. So we’re here to clear up the complexities of inherited IRAs.

The major rules behind inherited IRAs revolve around when you are required to start making withdrawals.

Javier Simon
Javier Simon
Author
Javier Simon is a freelance personal finance writer for The Epoch Times. He specializes in retirement planning, investing, taxes, fintech, financial products and more. His work has been featured by major publications including Fox Business, The Motley Fool, NerdWallet, and Money Magazine.