September 2023 - Page 4 of 4

RULES FOR INHERITED IRAS THAT MAY SURPRISE NONSPOUSE BENEFICIARIES

by fwsadmin | Sep 6, 2023 | IRA Blog

By Sarah Brenner, JD Director of Retirement Education Follow Us on X: @theslottreport Many IRA assets will ultimately go to nonspouse beneficiaries. When these beneficiaries inherit the funds, special rules kick in. Inherited IRAs are not like your own personal IRA...

RULES FOR INHERITED IRAS THAT MAY SURPRISE NONSPOUSE BENEFICIARIES

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