Advisor's Commentaries, Publications, and News

Rules about Required Minimum Distributions (RMD's) changed in 2020. This impacts both original account owners as well as people who inherit retirement assets. Make sure you understand your options and plan ahead for 2021.

Inheriting an investment can be an emotional and confusing event. There are many rules that impact a beneficiary’s options when inheriting assets or investments. In this article, we will focus on what happens if a parent passes away and their son or daughter inherits their parent’s IRA.