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Tuesday, October 27, 2026 · Today’s edition, 6:30 a.m. ETTue, Oct 27 · 6:30 a.m. editionSign inMy Desk 0EditionsSign in
Private Wealth Daily
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Sarah Brenner

Ed Slott's IRAHelp · Reported Oct 8
In network coverage since August 18, 2026 · 10 stories
Network coverage
Tax & estate planning

Roth IRA transfers to a new custodian do not reset the five-year clock, Ed Slott's IRAHelp says

Brenner says an inherited IRA passes to the primary beneficiary at death; if the spouse then dies without naming a beneficiary, the custodian's default—often the estate—decides.
Tax & estate planning · Oct 7IRAHelp: IRA loans are barred, but a 60-day rollover can bridge a cash crunch
Tax & estate planning · Sep 282025 SEP funding and two IRA corrections share an October 15 deadline
Tax & estate planning · Sep 17The beneficiary's clock sets inherited-IRA RMDs
Tax & estate planning · Sep 16The last penalty-free exit for 2025 IRA contributions closes Oct. 15
Tax & estate planning · Aug 27Roth conversions don't require earned income; RMDs can't be combined
Tax & estate planning · Aug 24IRA Trust Planning Is Now a Maintenance Obligation
Tax & estate planning · Aug 18Look-through trust rules set the payout clock for inherited IRAs
Tax & estate planning · Aug 18A spouse's 401(k) can quietly end the IRA deduction
Tax & estate planning · Aug 18Inherited Roth IRAs face the same 10-year clock
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