Individual Retirement Accounts - Inherited IRAs

This handout discusses the choices a beneficiary has when inheriting a traditional or Roth IRA. It includes information on required minimum distributions.

HIGHLIGHTS: 

  1. Required minimum distributions (RMDs).

  2. Inherited traditional IRAs.

  3. Inherited Roth IRAs.


CLIENTS WHO MAY BENEFIT:

  1. Taxpayers who inherit a traditional IRA.

  2. Taxpayers who inherit a Roth IRA.

Planning & Life IssuesClare FazackerleyPlanning, Saving for Retirement, IRA, Roth IRA Restrictions, Beneficiary IRA, Will