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I just found out that I've had an inherited ira since 2002
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Both my spouse and I are over 66 yrs old and file married jointly. All our income comes from Social Security, dividends,and a RMD from inherited IRA totaling approx $27500. What dollar amount of non t… read more
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Wife inherited IRA from when Mother died in May 2012. Mother took one RMD and after Mother died, her daughter (my wife) did not take RMD for any of the other intervening years and we also therefore di… read more
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My grandson who is now only 8 years old inherited a sum of
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A parent passes away and leaves a IRA account that the children will inherit. the parent had been taking an annual distribution on the IRA account annually as required but passed away before taking th… read more
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My mother died in 2011. She named her 7 grandchildren as beneficiaries
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I am 72 years old and I am required to take my RMD from my
I am 72 years old and I am required to take my RMD from my IRA. I have an IRA worth $45,000 with PNC. I also own stock in wells fargo worth $75,000. Can I rollover met IRA to an annuity and transfer m… read more
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I have a traditional beneficiary ira that was divided into
I have a traditional beneficiary ira that was divided into two accounts. I took my yearly rmd and the remaining money left in one account which emptied and closed that account for 2011. Do i still hav… read more
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I am a university professor older than 70.5 still working and
I am a university professor older than 70.5 still working and still contributing to my TSA and ORP retirement plans. I also have seperate IRAs. This is the first year for me to take required minimum d… read more
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I was the benefeciary of a qualified savings plan. The death
I was the benefeciary of a qualified savings plan. The death was in 2004 and the rmd was taken by the decedant in 2004. I started taking rmd's based on my life expectancy in 2005. The savings plan had… read more
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