So, you inherited an IRA–now what?
The rules surrounding inherited IRAs are more complicated than you think, so if you have already inherited an IRA or expect to in the near future, we are breaking down how you should think about making withdrawals.
In this episode, you’ll learn the three types of beneficiaries and the six questions you need to ask yourself when you inherit an IRA.
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📬 Tips each month to help you Enhance Your Today and Enrich Your Tomorrow. Download our Pre-Retirement Checklist Ebook today
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If you're a Modern Family fan, you should enjoy today's episode.
Today, we're diving in the mistakes made when we make assumptions about our IRA beneficiary forms.
Many people don’t realize this but their IRA has the opportunity to be the star player of their estate plan. In this episode, we walk through real world examples, to help you take steps now to avoid similar pitfalls in your own lives.
*****
🎥 See a video recap
📬 Tips each month to help you Enhance Your Today and Enrich Your Tomorrow. Download our Pre-Retirement Checklist Ebook today
🎯 Subscribe to not miss future episodes here
📰 See the full show notes here