Inherited IRAs - what you need to know Ep.73

15/09/2024 19 min Episodio 73
Inherited IRAs - what you need to know Ep.73

Listen "Inherited IRAs - what you need to know Ep.73"

Episode Synopsis

The dynamic duo are back together to discuss the IRS's latest "change" to tax rules. This isn't a new topic but the IRS has recently "finalized" the rules originally proposed years ago around inherited IRAs. Ben and Steven provide insight for how to think about inherited IRAs, the the 10 year rule, the value of long term planning and the requirements around required minimum distributions https://zurl.co/kt94