Podcast - IRS Just Dropped a Bombshell: The New 2025 Rule That Changes Your Inherited IRA Forever12
Автор: Inflation & Jobs
Загружено: 2025-12-17
Просмотров: 0
The grace period for inherited IRAs is officially dead1. If you inherited a retirement account after 2019, your plan might be in trouble3. For years, many thought the 10-Year Rule meant you could wait until the end to withdraw everything4. We were wrong5. The IRS released final regulations that demand action starting in 20251. They revived stretch distributions for many non-spouse beneficiaries6. If the original owner died after their required beginning date, you cannot just wait7. You must take annual distributions or face penalties78. The penalty for missing these is a 25 percent tax on the amount not withdrawn8. While there are no penalties for missed payments from 2021 through 2024, that relief ends now9. This turns a simple deadline into a complex tax maze10. Your tax bracket could explode if you stack distributions later11. Even surviving spouses face new complications like hypothetical RMDs12. We are breaking down who is safe and who must act13. There is a specific calculation you must do before the year ends to save your fortune14.
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