The complexities of inheriting an IRA

The complexities of inheriting an IRA

My Oak Partners practice is a useful source of inspiration for the column, serving such a wide variety of investors and families with unique planning needs, I figure if I am seeing an issue in the practice, chances are it…

Jason Tank: Inherited IRAs and in-kind donations

Q: I recently inherited a regular IRA and a Roth IRA from my mother. I’ve heard something about a 10-year rule for my future distributions. But, I’m confused about how it all works from a tax standpoint for these two…