What Happens to an IRA When No Beneficiary Is Named? New IRS Ruling Provides Clarity
When someone passes away without naming a beneficiary on their IRA, the outcome for their heirs can be complicated. A new IRS Ruling issued in June…
Can an Inherited IRA Be Split Between Siblings?
The quick answer is, yes, an Inherited IRA can be split between siblings! The process involves creating individual Inherited IRA accounts for each…
Inherited IRA Transfer Guidelines
In an important private letter ruling, the IRS denied a claim to have IRA funds that were moved to a non-IRA account back into an IRA. While this…
Inherited IRAs – Everything You Need to Know in 2025 & Beyond
Inherited IRAs (Individual Retirement Accounts) are a crucial aspect of estate planning and financial management. Whether you’ve recently inherited…
Making Sense of the Inherited IRA Rules: A Clear Guide for Beneficiaries After the SECURE Act 2.0
Inheriting an IRA can feel like both a gift and a burden. On one hand, it represents years, and sometimes decades, of disciplined saving. On the…