Inheriting an Inherited IRA

What are the rules when you inherit an inherited IRA? We get this question frequently. Let?s consider what happens when using designated beneficiaries. Jim dies and names Mike as his beneficiary on the beneficiary form. Five years later Mike dies and has named Phyllis, who is a successor beneficiary, on the beneficiary form. Titling The [...]

By |2018-02-09T18:16:21+00:00February 9th, 2018|IRA Tips|0 Comments
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