Inherited a Roth retirement plan? Advice on withdrawals is all over the map

The wealth management industry is offering conflicting and incomplete advice on how a recent change to inherited retirement plans works. [...]withdrawals from larger accounts can be big enough to push a retirement saver into a higher tax bracket, increasing her federal income tax bill. Merrill Lynch...

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Bibliographic Details
Published inFinancial Planning (Online)
Main Author Browning, Lynnley
Format Trade Publication Article
LanguageEnglish
Published New York SourceMedia dba Arizent 18.10.2022
Subjects
Advisors
Beneficiaries
Financial planners
Individual retirement accounts
Investment advisors
IRA
Retirement plans
Wealth management
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