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Listen "How the IRS's New Rules Could Reshape Your Family's Inheritance"
Episode Synopsis
If you think inheriting a retirement account means a no-strings windfall, think again. Starting in 2025, the IRS is tightening the rules on inherited IRAs, and a missed step could cost your family thousands in taxes and penalties. Whether you’re planning to leave money behind or expecting to receive it someday, understanding the new 10-year rule could be the difference between preserving a legacy and watching it slip away. https://www.myfsb.com/about-us/isnt-that-rich-podcast/index.html
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Back to School, Back to Budget
18/08/2025
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