“What to do when you inherit an IRA.”
Hey Taxpayers, Tiffany Gonzalez CPA is back with a tax focused video for anyone that has inherited an IRA.
There are different rules for spouses and non spouses who inherit the IRA in regard to tax and timing of the withdrawal of funds. This is where having an amazing CPA is so valuable.
Tiffany Gonzalez CPA is going to go through the rules, and pitfalls she sees with her clients that have inherited an IRA.
So if you have inherited an IRA or know you will be, this video is for you!
Tune in and get your financial I.Q. up!
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Disclaimers & Disclosure:
This content is for education and entertainment purposes only. Tiffany Gonzalez CPA and Accounting to Scale are not providing Tax or Investment advice. The information is being presented without consideration of the financial circumstances of the taxpayer/investor, financial objectives or risk tolerance and may not be suitable for all taxpayers/investors. We don’t make any guarantees or promises as to results that may be obtained using our content. All investing involves risk, including risk of losing investment principal.
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