Archive : Retirement Accounts (IRA, 401k, etc.)| Marotta On Money
Oddly enough, how a trust inherits an IRA is as important as what it does with the IRA after receiving it.| Marotta On Money
Inherited RMD rules demonstrates the power and importance of beneficiary designations and why it is so important to set them.| Marotta On Money
If you inherit a traditional IRA from a person who had a basis in the IRA because of nondeductible contributions, that basis remains with the IRA assets as they come into your ownership.| Marotta On Money
Before you say, "Oh, that doesn't sound too hard," you simply haven't thought of the complexity.| Marotta On Money
Beneficiary designations directly to your heirs are a cleaner estate planning solution.| Marotta On Money
Although you can have second generation beneficiaries, the first non-spouse designated beneficiary is the last one to receive a new RMD divisor calculation.| Marotta On Money
Archive : Required Minimum Distributions| Marotta On Money
There is unique tax planning involved though when an age 70 1/2 IRA owner was younger than the beneficiary.| Marotta On Money
