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Q&A Significant Concerns with Inherited IRAs, International Beneficiaries & More

By Jeffrey Levine

Question: I have a question pertaining to if a IRA owner has taken part of their RMD but then dies before year end…..does that remainder have to be taken out in that year by the beneficiaries or can they do that distribution the following year with their first year having to do an Inherited IRA distribution?

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Each month, Ed Slott's IRA Advisor delivers money-saving tax strategies and answers to your toughest IRA questions. Ed Slott's IRA Advisor also features case studies, tax rulings and horror stories!

What's Inside Our Current Issue?

  • Aggregating Required Distributions from Retirement Plans
  • Retirement Account RMD Aggregation Chart
  • Plan Loans: Easy Money or Danger Zone
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