What do I do with an inherited IRA?

We’re in the middle of one of the largest wealth transfers in our country’s history as Baby Boomers and members of the Silent Generation pass on their estate to loved ones. And some of that money is coming in the form of an IRA.

Rules regarding inherited IRAs have changed in the past few years so we want to bring you up to speed on what’s new. Plus, we'll walk you through some of the decisions you’ll need to make with an inherited IRA, how it impacts certain beneficiaries differently, and explain the differences for Roth IRAs.