If you inherited an IRA in 2020 you are likely wondering what rules you need to follow and how you can withdrawal from the account in the most tax efficient way. Robert W. Tull Jr. Certified Financial Planner™ Professional and Phil Tull discuss some of the rules and and questions to ask when tapping these retirement vehicles.

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Past performance does not guarantee future results. As with any investment strategy, there is potential for profit as well as the possibility of loss. Tull Financial Group does not guarantee any minimum level of investment performance or the success of any portfolio or investment strategy. All investments involve risk and investment recommendations will not always be profitable. This material does not constitute a complete description of our investment services and is for informational purposes only. It is in no way a solicitation or an offer to sell securities or investment advisory services. All investments involve risk, including foreign currency exchange rates, political risks, market risks, different methods of accounting and financial reporting, and foreign taxes. Your use of these materials, including the www.TullFinancial.com website, is your acknowledgement that you have read and understood the full disclaimer as stated above.

The discussion of investment strategy, philosophy, and portfolios found in this advertisement are not intended as any form of substitute for individualized tax advice or investment advice. The discussion is general in nature, and therefore not intended to recommend or endorse any asset class, security, or technical aspect of any security for the purpose of allowing a reader to use the approach on their own.

Any references to changes in positions or to model portfolios have been provided for representative purposes only, and changes noted may not apply to every client account as clients may place reasonable restrictions on the management of their assets, including those managed within model portfolios. Before participating in any investment program or making any investment, clients as well as all other readers are encouraged to consult with their own professional advisers, including investment advisers and tax advisors. Tull Financial Group can assist in determining a suitable investment approach for a given individual, which may or may not closely resemble the strategies outlined herein….(read more)

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