August 2025

When someone inherits an IRA, the tax rules vary greatly depending on who the beneficiary is. In this post, we focus on non-spousal beneficiaries and the “10-year rule” introduced under the SECURE Act. If you are a spouse inheriting an IRA, we covered those rules in our previous blog post, so be sure to check that article as […]

When a spouse inherits an IRA, the rules and options available differ significantly from other beneficiaries. In this article—the first installment of our “Inherited IRA Series”—we’ll focus on cases where the surviving spouse is the sole beneficiary of the IRA. Why IRA Inheritance Rules Have Become Confusing Recent changes under the SECURE Act and its successor, SECURE Act 2.0, have