Inherited IRA

dansmoaustin
Mon, 29 Jan 2018 21:01:52 +0000

Also…depending on what type of IRA it was originally, will affect the tax treatment. If it was a traditional IRA, then yes there will be a tax hit on the MRDs (minimum required distributions). If it was a Roth IRA (which would have been set up with post tax earned income), then she will not have a tax hit. Honestly, I don’t understand how the FA can demand she take it all and use it.