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IRA Beneficiary Checklist for CPAs- Send to your CPA network. PDF Version
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IRA Beneficiary Checklist-PDF Version
Protect inherited IRAs from unintended tax consequences and penalties

Checklist includes:

  • IRA beneficiary distribution options
  • Calendar of beneficiary deadlines
  • Working with the IRA custodian
  • Planning opportunities for spouse beneficiaries
  • Common mistakes

Baby boomers own a significant portion of the $25 trillion[1] held in retirement accounts. Much of this will be passed on to beneficiaries, who have limited options of continuing the tax-deferred status of those assets. Making the right moves can allow beneficiaries to implement distribution strategies that can help to minimize income taxes and avoid excise taxes. However, they are many documented cases with the Tax Courts, wherein beneficiaries have not only lost the tax-deferred status of those assets; but also, owe the IRS significant amount of taxes and penalties due to unintentional distributions.

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[1] ICI’s Quarterly Retirement Market Data, Third Quarter 2016

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