Inherited ROTH RMD?
I have a client who inherited a ROTH from her parent who died before the SECURE ACT 1.0. My client has an RMD every year, correct?
I have a client who inherited a ROTH from her parent who died before the SECURE ACT 1.0. My client has an RMD every year, correct?
Permalink Submitted by Alan - IRA critic on Thu, 2023-10-19 21:37
Yes, every year but 2020. And her divisors should be reset to reflect the new RMD tables for 2022 and beyond.