Inherited IRA Distribution Options

You just inherited an IRA. What needs to happen next? You have some discretion surrounding where you keep the funds, how they’re invested, and when you take distributions from the account. You also have some obligations to take money out each year. The IRS rules can be confusing, which is why we made this video that covers your inherited IRA distribution options and obligations.

[@TaxTimeForever]

Legendary content. Thanks man!

[@scottb6269]

Ugg. It's like a cliffhanger. Patiently waiting until your next video that will answer how long we have to take it out if we are not a eligible designated beneficiary and have just inherited the IRA from a relative.

[@ThreeOaksWealth]

And believe it or not the final ruling was published by the IRS the VERY SAME DAY we posted this video. Stay tuned for the sequel.

[@GMWeb-oo6zo]

I liked the presentation a lot. Very good pacing and clear presentation of what can be a confusing topic. My only question is what are the other 2 sets of distribution rules? At about 8:08 you mentioned there were 3 but I think only the first was covered. Thanks!

[@ThreeOaksWealth]

We'll be publishing another video on this topic in the next month or two. The IRS published their final ruling on the VERY SAME DAY this video was published.

[@ThreeOaksWealth]

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