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New Member
posted Jan 21, 2022 3:11:39 PM

What do they mean by inherit the IRA from my Baird Co

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2 Replies
Level 15
Jan 21, 2022 3:19:03 PM

Just what it asks - did you inherited the IRA from a deceased person or is it your IRA?

Expert Alumni
Jan 21, 2022 3:21:55 PM

It depends. I think it is asking if you inherited this IRA from a beneficiary or is this your own IRA from Baird Co. If you owned this IRA from day one of its inception, then it is not an inherited IRA.