Will I Receive Notification for an RMD on an Inherited IRA?

No. IRA Custodians are not required to send RMD notifications on inherited IRAs or inherited Roth IRAs. Your financial advisor or a qualified tax professional can help you calculate your RMD amount(s) for these plan types. For more information, please see Section 3 of IRS Notice 2002-27.

If you own an Inherited IRA, please work with your financial advisor or a qualified tax professional to calculate your RMD amount(s).