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Inherited IRAs
Manage episode 419158856 series 2910154
İçerik Mike Morton, CFP®, RLP®, ChFC® and Mike Morton tarafından sağlanmıştır. Bölümler, grafikler ve podcast açıklamaları dahil tüm podcast içeriği doğrudan Mike Morton, CFP®, RLP®, ChFC® and Mike Morton veya podcast platform ortağı tarafından yüklenir ve sağlanır. Birinin telif hakkıyla korunan çalışmanızı izniniz olmadan kullandığını düşünüyorsanız burada https://tr.player.fm/legal özetlenen süreci takip edebilirsiniz.
Join Matt Robison and me as we delve into the intricate world of inherited IRAs. In the first quarter of 2023, Americans held over $12 trillion in IRAs, and if you've inherited some of that wealth, there's a lot you need to know.
We'll clarify who qualifies as an Eligible Designated Beneficiary (EDB), the impact of the Secure Act 1.0's 10-year rule, and the importance of understanding required minimum distributions (RMDs).
We'll also discuss strategic considerations for taking distributions, the influence on your tax bracket, and the implications for student loans. Tune in to navigate the complexities of inherited IRAs and maximize your inheritance.
Are you ready to create your ideal lifestyle? Let’s Connect.
Learn more about Mike and my services at: https://www.mortonfinancialadvice.com and connect at: https://www.linkedin.com/in/mwsmorton/
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