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Financial Planning / Tax Strategies


Subject:  Re: Inherited IRA Q Date:  3/26/2013  4:48 PM
Author:  ptheland Number:  118165 of 127533

what happens to an IRA if there's no named beneficiary ?

It goes to the estate of the owner, and then to whomever is specified in the will.

The downside is that it is no longer an inherited IRA and must be withdrawn in full within 5 years.

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