Personal Investments • Inherited IRA question - what to do

Just as an FYI, if not already aware, you may be required to take an RMD for the 2025 tax year, as well as the requirement that it be liquidated in 10 years. I believe this is based on if the original IRA owner passed after the age where they were required to take RMDs (IE they were over 73 years of age), if so, than you would starting in 2025.

https://www.morningstar.com/retirement/ ... rited-iras

So I would take that into account if it's applicable.

Statistics: Posted by Kagord — Tue Apr 15, 2025 6:17 am — Replies 1 — Views 86

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