FEATURING Andrew Busa and Cathy Lee
IRAs are one of the best tools we have for both saving for your retirement and passing wealth on to your heirs. But maximizing the value of an inherited IRA—and avoiding the snares of the IRS—requires some know-how. Rules have changed in recent years, and Cathy Lee and Andrew Busa are here to help guide you through what you (or your heirs) need to know to make the most of an inherited IRA. Topics include:

How the new “10-year rule” works and who it applies to
Why revising your estate’s trust documents is absolutely essential if you’re passing on an IRA
How to plan your tax strategy if you’ll be inheriting an IRA
Failing to understand and apply the new rules around IRAs could halve what gets passed on to your heirs. Don’t make that mistake! Listen now and let Cathy and Andrew help guide your strategy.

Listen Now!

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