Provide clarity and confidence for clients with inherited IRAs
If you’ve had clients who have had an IRA left to them, you know how complex the IRS rules can be. We’ve made things a little easier.
This interactive guide helps you walk through the different options available when your client inherits an IRA, including:
Clear explanations of distribution requirements
Visual comparison of available options
Customized guidance based on beneficiary relationship
As you have these conversations with your clients, they should also seek the advice of their tax and legal professionals to help ensure the proper handling of their unique situation.
