The inherited IRA guide will discuss:
- Inheriting an IRA from a parent, relative, or non-spouse
- Inheriting an IRA from a spouse
- Your options for the account after inheriting an IRA, including if you can move the account to another financial institution
- Distribution rules for spouses and non-spouses including updated required minimum distribution (RMD) rules for non-spouses
- Taxed on an inherited IRA, Roth IRA, or other types of retirement account
- When a trust is the beneficiary of an IRA
- Estate tax questions