In The Kansas City Star: Maximize your inherited IRA or Roth

Jun 29, 2022 | Estate Planning, Investments, Taxes, Trending

How do you get the most out of your inherited IRA or Roth?  Many of my clients have inherited these. How do you minimize taxes?  When should you distribute or withdraw the funds from the account? The Kansas City Star published my article with the step-by-step analysis. Click here to read How to get the most out of an inherited IRA or Roth IRA account