The IRS has clarified the rules for inherited IRAs.
Starting Next Year, Required Means Required
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IRA beneficiaries
Possibly Beneficial Beneficiary Ploy
Roth conversions, charitable planning, and beneficiary designations are all considered in an effective overall estate plan.
Could Your RMD Become a QCD?
It is very effective to give money to charity through an IRA distribution sent directly to that charity. Your Required Minimum Distribution is thus turned into a Qualified Charitable Distribution.
Who Wants to Be an IRA Beneficiary?
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?
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...
