Case Study: Minimizing the Tax Burden of an Inherited IRA

Published: June 1, 2020, 6:59 p.m.

Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Principal Jennifer J. Thomas, CFP®, and Managing Associate Shawna Theriault, CPA, CFP®, CDFA®, to tackle a listener’s concern about passing a tax burden to his children with an inherited IRA.