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Wife and her sister are beneficiaries of their late mother’s IRA – Any “gotchas” to look out for?
Wife and her sister are beneficiaries of their late mother's IRA - Any "gotchas" to look out for? My wife's mother passed away last year. Her sister was taking care of their mother when she passed. They learned that their mother has IRA accounts with an additional couple thousand in a ROTH IRA. My SIL and wife intend to split the value of the accounts between them. Are there any gotchas to look out for? I've been trying to read up on withdra...
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