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

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 IRA

.pdf

Download PDF • 1.04MB