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Ken Smith, Private Wealth Manager, provides information regarding inherited IRA's.

Updated: May 12




This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor.

Traditional IRA account owners should consider the tax ramifications, age and income restrictions in regards to executing a conversation from a Traditional IRA to a Roth IRA. The converted amount is generally subject to income taxation.


Alternate Strategies for Stretch IRApdf

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Frederick, MD 21702

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. 
 

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