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Personal Finance and Investing

bucolic_frolic

(47,922 posts)

2. Clear as mud, Roth accounts not mentioned

Reply to question everything (Original post)

Tue Jul 23, 2024, 04:46 PM

Jul 2024

Are they making people amend tax returns since 2010?

And didn't SCOTUS Federal agencies now have to bow to SCOTUS?

So lawsuits will now fly?

For people inheriting modest amounts, this seem a lot of hullabaloo. Take it out with one hand and feed a new traditional IRA with the money.

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Highlight:

Heirs Finally Get an Answer From IRS About Money in Inherited Retirement Accounts - WSJ [View all] question everything Jul 2024 OP

This is a terrible law! People whose spouse dies need to be able to support themselves monthly as long as they live BComplex Jul 2024 #1

spouses are exempt ret5hd Jul 2024 #3

Oh! Good to know. BComplex Jul 2024 #4

To be clear, a married couple filing taxes jointly (and who inherit an account) are also subject jointly to the progree Jul 2024 #8

This message was self-deleted by its author Fiendish Thingy Jul 2024 #9

Consider this PJMcK Jul 2024 #5

That's good, then. BComplex Jul 2024 #6

Clear as mud, Roth accounts not mentioned bucolic_frolic Jul 2024 #2

Some questions answered progree Jul 2024 #7

Just spoke to my Broker. no_hypocrisy Aug 2024 #10

Latest Discussions»Culture Forums»Personal Finance and Investing»Heirs Finally Get an Answ...»Reply #2