Episode 120: What’s Changed with Inherited IRAs?

by | Oct 24, 2022 | Inherited IRA

Episode 120: What’s Changed with Inherited IRAs?




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When financial planning, what do you need to know about inherited IRAs when it comes to leaving a legacy? What is most beneficial to your heirs in the future?
 
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What we discuss on this episode: 
2:34 – In the last few years a lot has changed with inherited IRAs.  
4:05 – Generally, you have up to 10 years to clear out an inherited IRA.
6:32 – What if you inherit an IRA from your spouse?
10:19 – What implications after the shift in rules?
12:37 – Is it better to inherit a Roth vs. a traditional IRA?
14:33 – How do you rollover an inherited IRA?…(read more)


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