The IRS has clarified the rules for inherited IRAs.
Starting Next Year, Required Means Required
read more
Photo of Professionals at Rebecca W. Geyer & Associates P.C.
Caring For Generations
inherited IRAs
Who Wants to Be an IRA Beneficiary?
On Behalf of Rebecca W. Geyer & Associates P.C. | Dec 22, 2021 | inherited IRAs, IRA beneficiaries, IRAs in estate planning
On both the giving and the receiving end, there are things that are important to consider in naming IRA beneficiaries.
Inherited an IRA – What Are Your Options?
On Behalf of Rebecca W. Geyer & Associates P.C. | Jul 18, 2018 | inherited IRAs, IRA beneficiaries, rolling over an inherited IRA
If you inherit an IRA from a parent or sibling, writes Eric Vogt in Forbes, you probably have many questions: What options do I have for taking distributions? What are the tax implications? How do I incorporate this inheritance into my existing financial plan? Two...
Recent Posts
Archives
- December 2024
- November 2024
- October 2024
- September 2024
- August 2024
- July 2024
- June 2024
- May 2024
- April 2024
- March 2024
- February 2024
- January 2024
- December 2023
- November 2023
- October 2023
- September 2023
- August 2023
- July 2023
- June 2023
- May 2023
- April 2023
- March 2023
- February 2023
- January 2023
- December 2022
- November 2022
- October 2022
- September 2022
- August 2022
- July 2022
- June 2022
- May 2022
- April 2022
- March 2022
- February 2022
- January 2022
- December 2021
- November 2021
- October 2021
- September 2021
- August 2021
- July 2021
- June 2021
- May 2021
- April 2021
- March 2021
- February 2021
- January 2021
- December 2020
- November 2020
- October 2020
- September 2020
- August 2020
- July 2020
- June 2020
- May 2020
- April 2020
- March 2020
- February 2020
- January 2020
- December 2019
- November 2019
- October 2019
- September 2019
- August 2019
- July 2019
- June 2019
- May 2019
- April 2019
- March 2019
- December 2018
- November 2018
- October 2018
- September 2018
- August 2018
- July 2018
- June 2018
- May 2018
- April 2018
- March 2018
- February 2018
- December 2017
- November 2017
- October 2017
- September 2017
- August 2017
- July 2017
- June 2017
- May 2017
- April 2017
- March 2017
- February 2017
- January 2017
- December 2016
- November 2016
- October 2016
- September 2016
- August 2016
- July 2016
- June 2016
- May 2016
- April 2016
- March 2016
- February 2016
- January 2016
- December 2015
- November 2015
- October 2015
- September 2015
- August 2015
- July 2015
- February 2015
- August 2014
- June 2014
- March 2014
- February 2014
Categories
- adopted chldren
- advisors
- Business Law
- business planning
- CARE Act
- charitable estate planning
- charitable giving
- claiming veterans' benefits
- clients' legal issues
- collectibles
- college planning
- conservatorships
- coronavirus' effect on estate planning
- couples' estate planning
- creditors
- digital assets
- Directives
- Disabled
- divorce
- Domain name
- education planning
- elder abuse
- elder care
- Elder law
- Elder Scams
- eldercare resources
- Equine trusts
- estate administration
- estate and tax planning
- Estate Planning
- estate planning documents
- estate planning for college students
- Estate planning for spouses with big age differences
- estate planning in Indiana
- estate planning lawyer
- family caregivers
- family law and estate planning
- FSSA
- Geyer Law associates
- Guardianship
- guardianships
- healthcare planning
- horse owners' estate planning
- hybrids for long term care
- incapacity planning
- Indiana
- Indiana estate planning
- Indiana estate planning law
- inherited IRAs
- intrafamily gifts
- IRA beneficiaries
- IRAs in estate planning
- LBGTQ
- leadership
- life insurance/ long term care combos
- long term care insurance
- Medicaid
- new veterans benefits
- nursing home
- pet trusts
- philanthropy
- philanthropy in estate planning
- power of attorney
- prenuptial agreements
- Probate
- probate disputes between siblings
- QPRTs
- Qualified Personal Residence Trusts
- resources for seniors
- retirement and estate planning
- retirement planning
- rolling over an inherited IRA
- same sex couples
- senior bullying
- social security
- Social Security benefits and estate planning
- special needs children
- Special Needs Planning
- special needs trust
- succession planning
- suicide
- suicide clasue
- Tax Planning
- tax planning and estate planning
- Uncategorized
- updating estate plans
- veterans estate planning
- veterans' adminitrations
- wills
- year-end planning
RSS Feed
