Beneficiaries

How Your Inherited IRA is Taxed

by Craig Moser on December 22, 2017

How your inherited IRA is taxed depends on the type of IRA you inherit. Tax consequences are different for traditional and Roth IRAs. Consider the following example. Let’s say Chris named his three children as beneficiaries of his three-million-dollar traditional IRA.  […]

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Spouse Beneficiary of an IRA

by Craig Moser on November 24, 2017

Your spouse passed, and you find you become the spouse beneficiary of an IRA.  The IRA custodian automatically retitles the account as an inherited IRA.  Besides, wouldn’t they do what’s best for you?  Should you leave it that way, or […]

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