Over the past few years, the rules surrounding inherited IRA's have seen significant changes. With the mix of finalized and pending regulations, it's crucial to understand how these changes impact your financial planning.
To help bring clarity to this complex issue, check out this flowchart that outlines key factors you need to consider when managing distributions.
Click the link below to access and download the full document.
How Must I Take Distributions From The Traditional IRA I Inherited?
Important Information:
Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. This information is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor.