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2. The IRS Just Updated the Required Minimum Distribution (RMD ...

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   1. You must continue making RMDs for an inherited IRA. If you inherited an IRA from someone who passed away after Dec. 31, 2019, you may be subject to RMDs on that account. The Secure Act changed ...

3. Generational Wealth: 2 Things You Should Know About ... - AOL

   www.aol.com/generational-wealth-2-things-know...

   Non-spouse Beneficiaries. Non-spouse beneficiaries can also take a lump-sum distribution, according to Fidelity. When it comes to rolling over the funds in an inherited IRA, there are some ...

4. What Is the Tax Rate on an Inherited Annuity? - AOL

   www.aol.com/tax-rate-inherited-annuity-113900258...

   You may also have to take required minimum distributions (RMDs) from a qualified annuity you inherit. With non-qualified annuities, only the earnings are taxed; the principal is not. There are no ...

5. Traditional and Roth IRA Inheritance Rules You May Not ... - AOL

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   Inheriting an IRA, whether a traditional or Roth account, comes with certain responsibilities. The rules for an inherited IRA depend on the specifics of your situation, as well as the deceased's ...

6. What is a qualified charitable distribution? Get a tax ... - AOL

   www.aol.com/finance/qualified-charitable...

   A QCD counts toward your required minimum distribution only if you must take that distribution. RMDs apply to those who are 73 and older. You must donate by your RMD deadline, if you want to claim ...

7. IRS Waives Missed RMD Penalty for Some Inherited IRAs - AOL

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   The IRS announced late Friday that there will be no excise tax penalty on missed required minimum distributions (RMDs) of inherited IRAs for tax years 2021 and 2022. Final rules of what amounts to ...