I did a search here before asking this question but was not successful in finding an answer.
My mom passed in 2012 and my dad in 2015. They had each their own IRAs and my mother's went directly to the children bypassing dad as that was part of their estate planning. I have taken the required RMDs since then. So far as I can tell the new IRA rules about depleting it all within ten years do not apply to my situation. Perhaps one of you can enlighten me? I intend to call Fidelity on Tuesday when they are open to ask about it.
Thank You
My mom passed in 2012 and my dad in 2015. They had each their own IRAs and my mother's went directly to the children bypassing dad as that was part of their estate planning. I have taken the required RMDs since then. So far as I can tell the new IRA rules about depleting it all within ten years do not apply to my situation. Perhaps one of you can enlighten me? I intend to call Fidelity on Tuesday when they are open to ask about it.
Thank You
Statistics: Posted by snugharbor — Sun Jan 19, 2025 4:19 pm — Replies 5 — Views 242