Christine Benz: "What Are Your Options for an Inherited IRA?"

Non-investing personal finance issues including insurance, credit, real estate, taxes, employment and legal issues such as trusts and wills
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gkaplan
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Christine Benz: "What Are Your Options for an Inherited IRA?"

Post by gkaplan » Thu Sep 14, 2017 8:58 pm

Understand the tax and other implications when leaving IRA assets to spouse and nonspouse beneficiaries, charities, trusts, or your estate. . . .

[url=http://news.morningstar.com/articlenet/ ... 50#cpage=1]What Are Your Options for an Inherited IRA?[url]
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MichaelM
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Re: Christine Benz: "What Are Your Options for an Inherited IRA?"

Post by MichaelM » Fri Sep 15, 2017 4:19 am

Thanks for posting this article. Good reminders on options/requirements to beneficiaries. Christine always covers her subject well. Thanks. Michael

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