The Five Differences Between a Regular and an Inherited IRA




Morningstar Advisor show

Summary: A client recently inherited an IRA from his deceased mother. He proudly tells you that he is going to cash out the inherited IRA and transfer the funds into his regular IRA. You respond, "Not until you understand the five differences between your own IRA and your inherited IRA." Or at least that what Natalie advises in her newest podcast.