Tag: Don’t take an immediate IRA distribution

Clipboard with checklist attached, pen and coffee on desk

Inherited an IRA? How to Avoid These Common and Costly Mistakes

Written by Chris Robinson on May 12, 2025. Posted in Ed Slott's IRA Corner, Estate.

If you’ve recently inherited an IRA from a loved one, please know we’re here to support you. This kind of inheritance...

Don't take an immediate IRA distribution, know your RMDs, set up properly titled account, split account into other beneficiaires inherited ira accounts, stay ahead of deadlines

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