Latest / Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®
Inherited IRA 10-Year Rule: Don’t Make This Costly Mistake
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If you’ve inherited an IRA, the rules have changed — and getting them wrong can be costly.
The SECURE Act replaced the old “stretch IRA” with a 10-year distribution rule for most non-spouse beneficiaries, creating new complexity around when and how withdrawals must be taken. Many beneficiaries don’t realize that in some cases, required minimum distributions (RMDs) still apply within that 10-year window.
In this episode, Tyler Emrick, CFP®, CFA®, breaks down how the 10-year rule works, who…
The skinny
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