» Inherited IRA

When You Must Withdraw From an Inherited IRA

March 18th, 2016
Many people are under a false impression that they do not need to make withdrawals from an IRA they have inherited until they would have to take withdrawals from an IRA they initiated. To avoid penalties it is important to understand the rules. If yo… Read More
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Categories: Aging Issues, Current Affairs, Estate Planning, Succession, Taxes, Trust Funding, Weblogs
Tags: Inheritance, Inherited IRA, withdraw

Mind the Details with Inherited IRAs

March 27th, 2013
Let's say that someone who is not your spouse recently died and named you as their IRA beneficiary. You now have what the IRS calls an “inherited IRA.” When you inherit money, once you receive it you can usually decide where it goes from the… Read More
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Categories: Elder Law, Estate Planning
Tags: estate planning, Inheritance, Inherited IRA, IRA