Can I Delay The RMD From The Traditional IRA I Inherited?

Categories: Removing money from a qualified plan, Traditional IRA

There are a few options a client can consider in dealing with a Traditional IRA they inherited from a non-spouse. Most options deal with the implications of the RMD. The rules and the implications of each option can be confusing.

To help make it easier, we have created the “Can I Delay The RMD From The Traditional IRA I Inherited?” It addresses common issues that arise when a client inherits a Traditional IRA from a non-spouse:

  • Beneficiary considerations
  • RMD implications
  • 5 year distribution rule
  • RMD calculation rules
  • Estate tax considerations

Updated for 2019