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What's the 5-Year Rule for IRA and Qualified Plan Beneficiaries?
Appleby Retirement Dictionary Link to more items from this source
[Guidance Overview]
Mar. 24, 2021

"[An] inherited retirement assets must be fully distributed by the end of the 5th year, following the year the participant (owner of an IRA or account under an employer plan) dies.... [D]istributions are optional for years one through four. The applicability of the five-year rule depends on when the account was inherited."

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