Ask Terry Questions Ira rollover

Ira rollover

By Terry Savage on August 08, 2024 | Financial Planning / Retirement

I have substantial investments in 401Ks and other tax deferred accounts.
I also receive a substantial monthly pension, such that I hope not to need tax deferred monies to live on.

I am 68, so I’m gonna need to do RMDs soon.

Question: can I rollover from my IRA to my children’s IRAs on a tax deferred basis? (Without dying😄)

Thanks,

money

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