Webinar Replay

In this webinar Larry Pon, CPA teaches us how distribution rules work for inherited IRAs (both traditional Roth), for both eligible and non-eligible beneficiaries. Larry used several client examples to clarify who is subject to the 10-year rule and regular stretch distributions, how the rules apply if a client inherits IRAs from multiple parties with different required beginning dates, how the rules affect children, disabled beneficiaries and trusts.