Inherited IRA Investors Get Another Break, but the Clock Is Ticking on RMDs

Denise Appleby, IRA Quick Reference Guide author known as The IRA Whisperer, clears up the confusion about what the IRS waived concerning inherited IRAs in 2024. Travis Miller, energy and utilities strategist for Morningstar Research Services, talks about how the artificial intelligence boom is driving data center demand. He also points to 2 cheap utility stocks expected to benefit.

 

Disney’s Improved Streaming Results  

Uber’s Strong Financial Results in 2024

Palantir’s Performance Led by AI Platform

Opportunities with Artificial Intelligence and Utility Stocks

Utility Stocks: When Will the Market Give the Sector Some Respect?

Where Do Utilities Fit into AI Growth?

How Higher For Longer Interest Rates Could Affect Utilities  

Utility Stock Picks  

New Rules for Inherited IRAs

Withdrawals from Inherited IRAs and the 10-Year Rule

Important Distinction About What the IRS Waived in 2024

Tax Implications for Inherited IRAs 

Will the IRS Suspend the Withdrawal Penalty for Inherited IRAs in 2025?

 

Read about topics from this episode.  

Disney Earnings: Improved Streaming Results Come at the Expense of Continued Linear Weakness 

Uber Earnings: Network Effect Continues to Drive Profitable Growth for Uber 

Palantir Earnings: AI Platform Drives Strong Start to 2024 

Utility Stocks: When Will the Market Give the Sector Some Respect? 

IRS Extends Waiver of Excise Tax for Inherited IRAs, but Not RMDs 

 

What to watch from Morningstar.

Short-Term Market Volatility Could Provide Long-Term Investing Opportunities 

Magnificent Seven Stocks: What’s Going on With Apple, Tesla, and Alphabet?

Covered Call and Buffer ETFs: Do the Pros Outweigh the Cons?

Make These Investing Moves Now for a Better Tax Day in 2025

 

Read what our team is writing:

Ivanna Hampton

Travis Miller 

Denise Appleby 

 

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