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Suze School: What You Can and Can’t Do With Inherited IRAs

Suze Orman's Women & Money (And Everyone Smart Enough To Listen)

CHAPTER

Understanding Inherited IRA Regulations and Beneficiaries

This chapter explores the recent IRS guidelines on inherited IRAs, highlighting the distinctions between eligible and non-eligible designated beneficiaries. The implications of these classifications on withdrawals and tax responsibilities are also discussed, underscoring their importance for effective estate planning.

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