How do I indicate that an inherited IRA is still subject to a stretch-IRA distribution rule?

If this is a spousal inherited IRA that is not subject to the 10-year distribution rule, indicate the appropriate account subtype and set the distribution field to stretch IRA rule within the Profile > Net Worth > inherited IRA account.

Contact Us

For additional assistance within RightCapital please contact our Support team.

Educational Webinars

RightCapital is committed to enabling your success. Each week, we cover essential planning modules and product updates.

RightCapital in Action

Check out our YouTube channel where we highlight Advisor Success Stories and share more Tips & Tricks!