Discussion Forum
This forum is provided for informational purposes and it not intended to be relied upon as a source of investment, tax or legal advice. The ideas expressed on this site are solely the opinions of the author(s) and do not necessarily represent the opinions of the 72tNET.com owners, or the sponsors or firms affiliated with the author(s). Any action that you take as a result of information, analysis, or advertisement on this site is ultimately your responsibility. Please read our Forum Rules.
BEFORE POSTING: Use this TEMPLATE when submitting a new post. Make sure you understand all terms used in the template and double check your answers before submitting your question. Carefully review the SEPP Planning Pointers and materials under the Tools and Resources menu (IRS Resources, Glossary, and Applicable Federal Rate table) before posting to make sure your question is clear and the answer you receive is accurate.
Subscribe to posts or edit your subscriptions by clicking on this link https://72tnet.com/community/subscriptions/ .
PLEASE NOTE: To avoid confusion, please do not add your question to someone else’s thread. If you have a question, please create your own post.
Last seen: Oct 27, 2020
Thanks for both replies and confirming with your Guru. Will keep all transfer paperwork and again thanks for all your advice and help. ...
Thank you for your insight. So as an INHERITED IRA if he does not do the 72T is he exempt also from the 10 year distribution rule? Ideally...
DLZ, Thank you for that information. Would like to add a few facts and get your additional opinion. My Son is 27 years of age and his Mother died at ...