InheritIQ: App
iOS app by Christian Pedersen. Finance · Christian Pedersen
- Store rating
- 0 / 5
- Store rating count
- 0
- Download price
- Free to download
- In-app purchases
- Unknown
- Version
- 1.0
- Listing last refreshed
- 2026-09-08
View the original store listing
Store description excerpt
Inherited an IRA or 401(k) after 2019? The SECURE Act usually requires you to empty it within 10 years — and the IRS now charges a 25% excise tax on a missed required minimum distribution. InheritIQ helps non-spouse beneficiaries stay ahead of the deadline with a clear, year-by-year withdrawal plan. Enter the account balance, the original owner's age at death, and your estimated tax rate. InheritIQ models a 10-year schedule using the IRS Single Life Expectancy Table — showing each year's required minimum, a suggested even-paced withdrawal that avoids a painful year-10 lump sum, your projected remaining balance, and an estimated tax for every year. WHAT YOU CAN DO - See your final depletion deadline and exactly where you are in the 10-year window - Know this year's required minimum and how much you still need to withdraw - Log the withdrawals you actually take and watch your remaining balance update - Get a shortfall warning before Dec 31 so a required withdrawal never slips by - Turn on year-end reminders for every tax year through your deadline INHERITIQ PRO - Full year-by-year 10-year projection for every account - Estimated tax for each year at your marginal rate - Track unlimited inherited accounts - Export your schedule as PDF or CSV to share with your tax preparer - Removes ads Free users can preview Pro by watching a short ad. InheritIQ shows non-personalized ads only and never tracks you. IMPORTANT: InheritIQ is an educational planning tool, not tax, legal, or financial advice. Inherited-account rules have exceptions and your situation may differ. Always confirm figures with a qualified tax professional or at IRS.gov before acting.
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