Posted by: Zinner & Co.
The Individual Retirement Account (IRA) rules are complex when it comes to annual contributions and timing for required minimum distributions (RMDs), let alone the differences between traditional and Roth accounts.
The most important decisions and complex rules, however, may fall in the lap of the non-spouse beneficiary of an inherited IRA.
Read more on the rules and planning opportunities for such beneficiaries.
For more information on inherited IRAs, or any other tax or business related issue, please contact the tax professionals at Zinner & Co. LLP.