The Motley Fool Discussion Boards
Financial Planning / Tax Strategies
|Subject: Re: beneficiaries of IRA and 401(k)||Date: 4/14/2011 10:27 PM|
|Author: 0x6a74||Number: 113125 of 122469|
But does this have other consequences that I'm not taking into account?
not an expert but pretty sure there should be no problem ..
(*i* found the RMD rules for Mom's IRA to be confusing ..you might get them a copy of Pub.590
withdrawals will be taxed as ordinary income
you might consider converting some or all to Roth to eliminate tax and RMD issues )
mostly just wanted to say --sorry about your DW ..i think i recall you mentioning this a couple years ago ..hoped it was something she'd get over.
|Copyright 1996-2015 trademark and the "Fool" logo is a trademark of The Motley Fool, Inc. Contact Us|