Post a Job

Featured Jobs

Regional Vice President of Sales

MAP Retirement
(Remote / AL / GA / MS)

MAP Retirement logo

Special Projects Account Manager

Nova 401(k) Associates
(Remote)

Nova 401(k) Associates logo

Distributions Analyst

PCS Retirement
(Remote)

PCS Retirement logo

Plan Consultant

MAP Retirement
(Remote)

MAP Retirement logo

On-Boarding Specialist II

M2B Retirement Consulting LLC
(Remote / PA)

M2B Retirement Consulting LLC logo

Retirement Plan Processor

BPAS
(Utica NY)

BPAS logo

Regional Vice President

Loren D. Stark Company
(Remote / NJ / NV / TX)

Loren D. Stark Company logo

Senior Retirement Plan Administrator (TPA)

Kernutt Stokes
(Eugene OR / Bend OR / Corvallis OR / Lake Oswego OR / Hybrid)

Kernutt Stokes logo

Retirement Plan Quality Assurance Specialist

ERISA Services Inc.
(Remote)

ERISA Services Inc. logo

View More Employee Benefits Jobs

Free Publications

LinkedIn icon     Twitter icon     Facebook icon

Inherited Roth IRAs and Successor Beneficiaries
Slott Report Link to more items from this source
[Guidance Overview]
Jan. 19, 2026

"Successor beneficiaries (the beneficiary of a beneficiary) do NOT get to use any of their own personal information or status to dictate the payout structure of an inherited IRA. It does NOT matter who the successor beneficiary is or what the successor's relationship to the first beneficiary is.... The successor simply 'steps into the shoes' of the previous beneficiary and follows the exact same payout program that applied to the original Roth IRA beneficiary, with one exception[.]"  MORE >>

Please click here to report this link if it is broken (for example, if you see a "404 File Not Found" error message after you click on the linked news item's title).
An important word about authorship: BenefitsLink® created this link to the news item, but we are not the news item's author (unless expressly shown above).