Inherited IRA Changes You Need to Know About
Description
Recent rule changes have made it more crucial than ever to understand the tax implications and distribution timelines associated with inherited IRAs. Listen in as Erik and Ben break down the latest IRS rule changes affecting inherited IRAs, including the newly condensed 10-year distribution timeline. They explore the implications of these rules for both spousal and non-spousal beneficiaries and share some strategies to help navigate these changes effectively.
Here’s what we discuss in this episode:
0:00 – Intro
1:09 – How the rules for inherited IRAs have changed
4:08 – What are the new rules for non-spousal IRAs?
7:01 – What about spousal IRAs?
8:54 – Tax strategies for inherited IRAs
13:56 – Working with a qualified professional
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