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#52 - I Have Inherited an IRA—Now What? 5 Steps to Avoid Costly Mistakes

Women and Retirement Tax Planning Retirement Income Roth IRA Traditional IRA Estate Planning Retirement Planning Investments Investment Management Widows


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Inheriting an IRA can feel like stepping into a financial minefield — but with the right guidance, you can avoid costly mistakes and make the most of your legacy.

 How do you know which rules apply? What if you miss a critical tax deadline? What should you do first?

 In this episode, I break down the five essential steps every woman should take after inheriting an IRA. I explain how the Secure Act changed the rules, when required distributions apply, and how to think about taxes and investment strategy.

Tune in to learn about:

    • How to determine if you're a spousal or non-spousal beneficiary
    • The importance of knowing your IRA type: Traditional vs. Roth
    • Required distributions and understanding the fine print of the 10-year rule
    • Tailoring investment strategies to your individual needs post-inheritance
    • Tips for tax-efficient distribution strategies, including qualified charitable distributions
    • And more!

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