Episode Synopsis "Inherited IRA Pitfalls"

The rules on Inherited IRAs have changed since the passing of the SECURE Act 2.0, and if you’re not up to date on the details you may find yourself on the wrong side of some serious tax liability. Donna discusses the options for those receiving on non-spousal inherited IRAs. Also on MoneyTalk, 529 rollovers, qualified charitable distributions, and Stock Trivia: Two Truths and a Lie. Host: Donna Sowa Allard, CFP®, AIF®; Air Date: 7/18/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk-radio to join the conversation!See omnystudio.com/listener for privacy information.

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