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Inherited IRA's

Posted: Mon Nov 27, 2017 7:32 pm
by senk182
Is there a way to input an Inherited IRA?

Re: Inherited IRA's

Posted: Mon Nov 27, 2017 7:38 pm
by jimr
The planner doesn't handle the special treatment of RMDs on an inherited IRA, so it'd be tricky to model it correctly in the planner.

One way to model it might be to determine the amount of annual net income you might get from distributions from the inherited IRA if you planned to exhaust the account over some fixed number of years. Then you could add that amount as a secondary source of retirement income each year.