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Search results for: inheritance

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Inherited Roth IRA: RMDs or No?

Owners of Roth IRAs are never required to take lifetime RMDs from their Roth IRA. Since lifetime RMDs are not applicable to Roth IRAs, all Roth IRA owners are deemed to have died before the RBD. Even if a Roth IRA owner died at age 100, he would be deemed to have died before his RBD.

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Spousal Rollovers

The biggest advantage that a spouse beneficiary of an IRA has over other beneficiaries is the ability to do a spousal rollover. With this, inherited retirement account funds become the spouse beneficiary’s own.

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Conversion as a Gift to Your Beneficiaries

Do you have an IRA you are thinking about converting to a Roth IRA? Inheriting a traditional IRA will have very different tax consequences than inheriting a Roth IRA. Converting your IRA to a Roth IRA is really a gift to your beneficiaries.

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