EPISODE · Aug 25, 2026 · 13 MIN
The Inheritance That Comes With a Deadline
from Inheritance Planning Made 123Easy · host Ian Schaeffer
Most people who inherit an IRA think they have ten years to do whatever they want with it. Eddie and Betty walk through why that assumption is wrong for a lot of families, and why 2025 is the first year it truly costs them: the SECURE Act's ten-year rule, the annual withdrawal requirement most people never hear about, the penalty relief that just ended, and what to actually do if you've inherited a traditional IRA in the last few years.Read the full article: https://news.americanretirementadvisors.com/inherited-ira-ten-year-deadline/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 americanretirementadvisors.com.
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Most people who inherit an IRA think they have ten years to do whatever they want with it. Eddie and Betty walk through why that assumption is wrong for a lot of families, and why 2025 is the first year it truly costs them: the SECURE Act's ten-year rule, the annual withdrawal requirement most people never hear about, the penalty relief that just ended, and what to actually do if you've inherited a traditional IRA in the last few years. Read the full article: https://news.americanretirementad...
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The Inheritance That Comes With a Deadline
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