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2. Rules for Withdrawing From an Inherited Roth IRA - AOL

   www.aol.com/rules-withdrawing-inherited-roth-ira...

   Follow the 10-year rule and empty the account by the end of the tenth year after their spouse’s death. Open their own IRA and rollover the inherited account. ... Spouse or minor child of the ...

3. Inherited IRA rules: 7 things all beneficiaries must know - AOL

   www.aol.com/finance/inherited-ira-rules-7-things...

   An inherited IRA is an individual retirement account opened when you inherit a tax-advantaged retirement plan (including an IRA or a retirement-sponsored plan such as a 401(k)) following the death ...

4. How do I Split an Inherited IRA with My Sibling? - AOL

   www.aol.com/finance/sibling-inherited-ira-split...

   Like most assets, you can inherit an individual retirement account (IRA) after the owner's death. And for spouses, inheriting an IRA is a relatively straightforward process. In most cases, you can ...

5. Individual retirement account - Wikipedia

   en.wikipedia.org/wiki/Individual_retirement_account

   treat the IRA account as his or her own, which means that he or she can name a beneficiary for the assets, continue to contribute to the IRA and avoid having to take distributions. This avoids paying the extra 10% tax on early distributions from an IRA. rollover the IRA funds into another plan and take distributions as a beneficiary.

6. Form 1099-R - Wikipedia

   en.wikipedia.org/wiki/Form_1099-R

   Form 1099-R must be mailed to the recipients by January 31 and to the IRS by the last day of February. [3]: 6 If the custodian files with the IRS electronically, the form is due by March 31. [4] The plan owner, the IRS and the municipal or state tax department (if applicable) all receive a copy of the form.

7. Everything You Need to Know About IRA Rollover Rules

   www.aol.com/news/everything-know-ira-rollover...

   You'd have to take that $8,000 plus $2,000 of new money and deposit it into your rollover IRA in order complete the rollover. If you only deposited the $8,000 into your brokerage account, you'd ...

8. Retirees Often Overlook These 11 Tax Deductions - AOL

   www.aol.com/retirees-often-overlook-11-tax...

   A spouse who is still working can contribute up to $7,500 to their spouse’s existing traditional or Roth IRA. This could be the right move to make, depending on the exact tax situation.

9. Spousal IRA: What Is It and How To Open One - AOL

   www.aol.com/spousal-ira-open-one-154902975.html

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