Helping Diligent Advisors Ensure They're On The Right Planning Path
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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
Does not reflect changes from The SECURE Act