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Showing content with the highest reputation on 01/12/2016 in all forums
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Owner deceased-wife wants to rollover $
ETA Consulting LLC reacted to Lou S. for a topic
That true. Sometimes an inherited IRA is better but other times rolling it to your own IRA is better. Every situation can be different. An inherited IRA does retain the 10% penalty exception but treating it as your own sets up the RMDs on your own 70 1/2 schedule instead of the deceases spouse and gives the spouses beneficiaries more options. There are pros and cons to both.1 point
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