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08.30.2022 - IRAs

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Refresher on Current & Proposed Rules for Inherited IRAS
Presented by Larry Pon, CPA,
Larry Pon

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.

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