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Retirement Plan BeneficiariesInternal Revenue Service Form

Retirement Plan BeneficiariesInternal Revenue Service Form

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Instructions and help about Retirement Plan BeneficiariesInternal Revenue Service

my dad made me the beneficiary of his Ira I'm not sure how to handle the tax situation when I inherit the account do you have any advice yeah so the the laws changed in 2020 with the secure act um if he passed away after 20120 it is what it is the stretch Ira is gone so you have to draw down that Ira over 10 years you want to try to be even because then it's not going to you know if you defer it till the the 9th year and then you have to take all this money out at once you're going to end up losing more because it's probably going to bump you up a tax bracket depending upon how big of an inheritance it was we can help you with something like that that's something that we are really good at is figuring out a strategy on how to take out that inherited IRA and not pay a bunch in taxes nobody wants to tip the IRS on the money they inherited

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