Inherited IRAs: Preserving the Stretch
Sep 8, 2008
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By Helen Modly, CFP, CWPA, and Sandra Atkins, CPA/PFS
The numerous rules and deadlines involving inherited IRAs guarantee that beneficiaries will make mistakes. Add to this confusion the jumble of custodian and plan restrictions that can actually supersede tax law. Ensure that your clients preserve as much wealth as possible with this flowchart for managing inherited retirement assets.