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2. Taxable brokerage accounts: the most versatile ... - AOL

   www.aol.com/finance/taxable-brokerage-accounts...

   Taxable brokerage accounts can be a more tax-efficient means of leaving assets for your heirs than retirement accounts "Traditionally, if you inherit a taxable brokerage account you can get a step ...

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

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

   Importantly, the income tax treatment of the IRA remains the same from the original account to the inherited IRA. So, accounts made with pre-tax dollars (as in a traditional IRA) or after-tax ...

4. 6 types of retirement income that aren’t taxable - AOL

   www.aol.com/6-types-retirement-income-aren...

   Similarly, if your investments are in a regular, taxable brokerage account, the income that money generates may also be taxable. ... the best part of an inheritance is that it is tax-free. Even if ...

5. Do I Have to Pay Tax on My Inheritance? - AOL

   www.aol.com/pay-inheritance-tax-130012811.html

   There may also be income taxes that you have to pay if you’ve inherited an account like an IRA or a 401(k). Tips for Estate Planning Estate planning can be complicated, so it pays to be prepared.

6. The IRS just updated the rules for inherited IRAs. What heirs ...

   www.aol.com/finance/irs-just-updated-rules...

   They can treat the inherited IRA as their own, or take distributions based on their life expectancy. These new rules do not apply to accounts inherited before 2020, or to Roth IRAs. This story was ...

7. Suze Orman: Here’s How To Avoid a Major Tax Bill on Your ...

   www.aol.com/finance/suze-orman-avoid-major-tax...

   Taking advantage of this may be the best way to pay less in taxes on your inherited retirement account. For example, say you inherit a traditional IRA with $100,000 in it. Now imagine you’re ...

8. Do I Pay Taxes Automatically If I Inherit Property? - AOL

   www.aol.com/finance/capital-gains-inherited...

   An inheritance is a windfall that can absolutely help someone's financial situation -- but it can make your taxes tricky. If you inherit property or assets, as opposed to cash, you generally don ...

9. How to calculate taxes on an inherited annuity - AOL

   www.aol.com/finance/calculate-taxes-inherited...

   In addition to owing income taxes, you may be hit with the net investment income tax of 3.8 percent on distributions of earnings if you exceed the annual thresholds for that tax. Inherited ...