inherited IRA distribution done wrong, can we fix it?
Client rolled Dad’s IRA into an inherited IRA. Disliked Dad’s advisor, so cashed it out planning to roll it over somewhere else. But she can’t roll it, can she? Doesn’t an inherited IRA have to be custodian to custodian transfer? No 60 day rollovers allowed? Are there any options for her?
Thanks.
Submitted by Richard Stumpf on Tue, 2024-11-26 15:48