Inherited Retirement Account - Taffrail

Inherited Retirement Account

Next Question

Is the beneficiary more than 10 years younger than the deceased?

Assumptions

IRS data for 2024

The beneficiary is a “non-spouse”

Inheriting Roth IRA

References & Sources

Distributions from Individual Retirement Arrangements (IRS 590b)

irs.gov/pub/irs-pdf/p590b.pdf
Retirement Topics - Beneficiary

irs.gov/retirement-plans/plan-participant-employee/retirement-topics-beneficiary

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