Denise Appleby, Morningstar contributor, explains the new inherited IRA rules including whether heirs need to take RMDs and follow the 10-year rule. Plus, what the next steps are if a beneficiary, who inherited an IRA since 2020, hasn’t taken RMDs yet.

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Denise Appleby

Ivanna Hampton

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Inherited IRA Rules: What You Need to Know Before 2025

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