This concept visual highlights the key distribution rules and planning opportunities that apply to various individuals and entities who have inherited IRAs from a decedent (on or after January 1, 2020) who has not already begun taking required minimum distributions.
Resources
Beneficiary IRA RMD Rules
6 hours ago · 1.2 MB Download
AICPA MEMBER
ACCESS
Resource available
Download the Beneficiary IRA RMD Rules
File name: Beneficiary IRA RMD Rules - Pre-RBD (visiWealth Concept Visual).pdf
Reserved for AICPA® & CIMA® Members
Already a member of the AICPA or CIMA?
Log in with your account
Not a member of the AICPA or CIMA?
To gain access to exclusive content, your first step is to join the AICPA or CIMA.