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Retirement tax questions
Congrats on retirement! I bet you have worked long and hard for this time.
Re the matter at hand, if you wait another couple years to get your social security, you might take some of your inherited IRA now, while you don't have that social security income. Then when you have exhausted your inherited IRA, you can start taking SS income. There are a couple ways to take the inherited IRA...so check with your custodian holding that assets to see what the options are for you to determine what is best.
Good luck to you.
Kelly C, CPA
‎July 26, 2023
3:28 PM