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Inherited IRA

Retirement
An IRA received from a deceased person, now subject to the 10-year distribution rule under SECURE Act for most non-spouse beneficiaries.

Example

Example: For someone with $300,000 in retirement savings planning to retire at 65, inherited ira directly affects their strategy. Since it involves an ira received from a deceased person, now subject to the 10-year distribution rule, understanding this concept could mean an extra $50,000-$100,000 in retirement assets. Plan with our retirement calculator.

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