I find myself in a position where I am not sure what questions I need to ask. In short, I have been named sole beneficiary of a pension account. My questions involve minimizing or avoiding the tax burden when ultimately, I will not benefit from the "income."

My email is in profile if someone has time to review this with me. I am willing to fairly compensate an agreed upon amount for the knowledge.

Thanks in advance.

Short answer is Uncle Sam always gets a vig.

https://www.irs.gov/retirement...t-topics-beneficiary

Maybe that will help

.....you want to research inherited ira rollovers and “stretch” distributions for non-spousal beneficiaries.



Sent from my iPad

Thank you to those who answered both in and out of the thread. I now have a path forward but the tax is non-transferable.