Inherited RMD rules with multiple beneficiaries
my client is one of 5 EBDs of an IRA. the account owner did not take the RMD for year of death. Date of death is 2023. if two take full distributions and it more than satifies the current RMD, do the remaining 3 EBDs have to take an RMD? does the answer change based on year of death?
Permalink Submitted by Alan - IRA critic on Thu, 2024-01-25 18:23