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Retirement Savings and Income Planning
Financial Planning
Refresher on Current & Proposed Rules for Inherited IRAS
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108minutes
148
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Larry PonGuest Expert: Larry Pon, CPA,
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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 ex...

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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.