Non-Spouse IRA Beneficiaries

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Inherited IRA distribution options for non-spouse beneficiaries differ between traditional IRAs and Roth IRAs. Below is a brief comparison chart of standard available options. However, options available to your IRA beneficiaries may differ as IRA custodial agreements vary among IRA custodians.

Does your IRA custodian limit the options for your non-spouse beneficiaries? Find out what options are available to your heirs – your local retirement distribution expert or CPA can assist you.

Source: www.irs.gov

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