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Ask KT & Suze Anything: How Do I Avoid a Social Security Tax Torpedo?

Suze Orman's Women & Money (And Everyone Smart Enough To Listen)

CHAPTER

Navigating IRAs and RMDs After Inheritance

This chapter explores the complexities of inheriting an IRA and handling Required Minimum Distributions (RMDs) following the account holder's death. The speakers clarify tax implications, the benefits of Roth accounts, and the process of using a living trust as a beneficiary. They also address common pitfalls and provide insights on avoiding penalties related to RMDs.

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