Will transferring money or securities from an inherited Roth IRA to a non-IRA account increase my adjusted gross income and trigger additional tax for me?
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Will transferring money or securities from an inherited Roth IRA to a non-IRA account increase my adjusted gross income and trigger additional tax for me?
Will transferring money or securities from an inherited Roth IRA to a non-IRA account increase my adjusted gross income and trigger additional tax for me?
You cannot "transfer" from the ROTH to a non Roth account ... what you do is take a distribution. Only the taxable portion of the distribution will increase your AGI.