May 24, 2021


This week focused on IRAs.

One family wanted to know if their mom should convert her traditional IRA to a Roth IRA so her children can inherit a tax-free asset. We showed why it’s not that simple.

Then we looked at what’s changed with distributions from inherited IRAs, and we considered whether your inherited IRA can be taxed by two states.

Next, we considered how a Roth IRA is different from a non-deductible traditional IRA.

See all that and more in this week’s eNewsletter.