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I inherited an IRA. How do I verify that it is set up to allow distributions over my lifetime vs. required to withdraw over 5 years?
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August 11, 2019
9:23 AM
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Retirement tax questions
Talk to the IRA custodian to see what YOU set it up to do since that was your decision to make when the IRA was put in your name as the beneficiary.
August 11, 2019
9:44 AM
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Retirement tax questions
Start taking the RMD (at least) in the calendar year after the date of death and you will be on the desired path.
It is your responsibility to do that.
August 11, 2019
6:11 PM