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Blog Entries - Nov. 2017

Calculating the Required Minimum Distribution for ANY Beneficiary of an Inherited IRA

November 14, 2017  |  Cincinnati, Estate Planning, Kentucky, Ohio, Trusts, Wealth Management, Wills

CALCULATING THE REQUIRED MINIMUM  DISTRIBUTION FOR ANY INHERITED IRA BENEFICIARY FACTS  Thelma dies and names John (non-spouse) as beneficiary on her IRA beneficiary form.  A new account is created for John titled

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