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Plan Well, Retire Well

Saving and investing your money

Inheriting an IRA When You Lose a Loved One

If there was one thing that I thought I understood thoroughly about managing someone's affairs after death, it was IRAs. I've taught about the rules for taking distrib


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Great post, Karen - the real-life vs. "by-the-book" contrasts can be huge. I just rewatched the webinar you and B. O'Neill did two years ago (one of the BEST webinars ever, truly.) I remember really appreciating it at the time, but apparently I didn't download the 10-page fact sheet referenced in the webinar: Rules for Taking Distributions from Tax Deferred Retirement Plans. I tried following that link now, but it didn't work. I did get here, though, which is great! My question: is that fact sheet still current and available somewhere? Or would you be willing to share it with me even if it's not officially posted somewhere? Barb
by Barb Wollan on Sunday 7/21/2013

Thanks to Barb for pointing out that Rules for Taking Distributions from Tax-Deferred Retirement Plans wasn't posted online anymore. We've taken care of that, and you can access the revised 2013 version at
by Karen Chan on Tuesday 8/6/2013