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

Plus, 2 cheap utility stocks as AI transforms the overlooked sector into a growth opportunity. 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. 00:41 Disney’s Improved Streaming Results 01:57 Uber’s Strong Financial Results in 2024 02:56 Palantir’s Performance Led by AI Platform 04:06 Opportunities with Artificial Intelligence and Utility Stocks 04:36 Utility Stocks: When Will the Market Give the Sector Some Respect? 05:09 Where Do Utilities Fit into AI Growth? 06:36 How Higher For Longer Interest Rates Could Affect Utilities 08:18 Utility Stock Picks 09:49 New Rules for Inherited IRAs 10:31 Withdrawals from Inherited IRAs and the 10-Year Rule Important Distinction About What the IRS Waived in 2024 12:28 Tax Implications for Inherited IRAs 17:16 -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 www.morningstar.com/stocks/disney-earnings-improve… Uber Earnings: Network Effect Continues to Drive Profitable Growth for Uber www.morningstar.com/stocks/uber-earnings-network-e… Palantir Earnings: AI Platform Drives Strong Start to 2024 www.morningstar.com/stocks/palantir-earnings-ai-pl… Utility Stocks: When Will the Market Give the Sector Some Respect? www.morningstar.com/stocks/utility-stocks-when-wil… IRS Extends Waiver of Excise Tax for Inherited IRAs, but Not RMDs www.morningstar.com/personal-finance/irs-extends-w… What to watch from Morningstar. Short-Term Market Volatility Could Provide Long-Term Investing Opportunities    • Short-Term Market Volatility Could Pr...   Magnificent Seven Stocks: What’s Going on With Apple, Tesla, and Alphabet?    • Magnificent Seven Stocks: What’s Goin...   Covered Call and Buffer ETFs: Do the Pros Outweigh the Cons?    • Covered Call and Buffer ETFs: Do the ...   Make These Investing Moves Now for a Better Tax Day in 2025    • Make These Investing Moves Now for a ...   Read what our team is writing: Ivanna Hampton www.morningstar.com/people/ivanna-hampton Travis Miller www.morningstar.com/people/travis-miller Denise Appleby www.morningstar.com/people/denise-appleby Follow us on social media. Facebook: www.facebook.com/MorningstarInc/ Twitter: twitter.com/MorningstarInc Instagram: www.instagram.com/morningstar... LinkedIn: www.linkedin.com/company/5161/

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