EPISODE · Jul 9, 2026 · 19 MIN
Inherited IRA Rules, Step-Up in Basis, and What Your Kids Actually Receive When Everything Passes to Them
from Inheritance Planning Made 123Easy · host Ian Schaeffer
Seven rental properties, one grieving widow, and no structure holding any of it. Part four of The Widow's Penalty is about the handoff: the inherited IRA rules that changed for your children, the tax break Arizona and Nevada families get that most of the country does not, and the refinance paperwork that quietly undid some very good estate plans.Read the full article: https://news.americanretirementadvisors.com/inherited-ira-rules-step-up-basis-what-kids-inherit/American Retirement Advisors helps families in Arizona and Nevada navigate healthcare, retirement income, and inheritance planning. Want to reach out? Text us at (602) 281-3898, email [email protected], or visit https://americanretirementadvisors.com.
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Inherited IRA Rules, Step-Up in Basis, and What Your Kids Actually Receive When Everything Passes to Them
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