Ep. 56 What You Need to Know About the 2025 Changes to Inherited IRA Rules
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Ep. 56 What You Need to Know About the 2025 Changes to Inherited IRA Rules
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In this episode of Not Just Numbers, Madison and Mike break down the upcoming 2025 changes to inherited IRA rules, and why beneficiaries and financial planners alike need to pay close attention. They discuss how the SECURE Act has already reshaped the way IRAs are passed on and what’s coming next as the IRS begins enforcing the 10-year distribution rule more strictly.
Mike explains who the new rules apply to, what beneficiaries need to prepare for, and how to navigate these changes in a way that aligns with your broader financial and estate planning goals. Whether you’ve inherited an IRA, expect to leave one behind, or simply want to stay ahead of retirement law updates, this episode offers clear, practical guidance on what’s at stake and how to plan ahead.