What's On My Mind – Episode 162 – "New Rules for Inherited IRAs"

by | Sep 2, 2022 | Inherited IRA

What's On My Mind – Episode 162 – "New Rules for Inherited IRAs"




Have you inherited a retirement account after January 1, 2020?

Do you realize that the IRS rules regarding inheriting retirement accounts have completely changed?

How can you be optimizing your inherited accounts to make the most wise decisions for you and your personal situation?

Thank you for watching and I hope you have a blessed day!

More about Ten Talents Financial Planning (www.tentalentsfp.com):

Hi, I’m Kaleb. I’m the Founder of Ten Talents. I’m blessed to be regularly featured in CNBC, MONEY, and Business Insider personal finance articles. I’m a CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional based in Parker, Colorado and I’m a fiduciary and fee-only advisor.

Put simply, this means that I don’t sell you financial products, I act in your best interest at all times, and my pricing is clear and easy to understand.

My clients are eyeing retirement decisions, often work at technology companies, or have experienced a sudden money event (inheritance, home sale, business sale, stock IPO, gift).

I love bringing confidence and clarity to your financial situation and I’m passionate about helping you take control of your financial future.

You can learn more about me and Ten Talents by visiting my website: www.tentalentsfp.com….(read more)


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