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If Pappy Scan dies with an IRA balance, it would be smarter

Posted on: July 10, 2019 at 10:40:32 CT
Spanky KU
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for his heirs to roll it into a tax deferred IRA of their own rather than taking the tax free money and spending it (assuming Scan's estate would be Death Tax exempt.)

It has little to do with 'preparing on their own'

Edited by Spanky at 10:40:55 on 07/10/19
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MESSAGE THREAD

Stretch IRAs soon - scan MU - 7/10 10:14:06
     Use this all the time in my practice... - Gyro MU - 7/10 10:37:27
     Good thing you got that SS money coming in (nm) - MrBlueSky MU - 7/10 10:17:22
          apparently you don't understand the concept of stretch IRA - Ferg STL - 7/10 10:20:44
               I was joking - MrBlueSky MU - 7/10 10:22:07
                    RE: I was joking - scan MU - 7/10 10:26:19
                    got it - Ferg STL - 7/10 10:23:31
          RE: Good thing you got that SS money coming in (nm) - scan MU - 7/10 10:18:41
               If they're expecting anything from you - MrBlueSky MU - 7/10 10:19:51
                    If Pappy Scan dies with an IRA balance, it would be smarter - Spanky KU - 7/10 10:40:32
                    RE: If they're expecting anything from you - scan MU - 7/10 10:21:10




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