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A podcast to help you get an insider’s view of the financial world and escape common investment traps. Each week, we look at the financial news of the day and help you make sense of it so you can relax about money.
Episodes
Aug 10, 2021
Aug 10, 2021
25 min
In 2019, the rules around inherited IRAs changed, and Paul commonly gets questions about them from confused investors. Today, Paul covers strategies with inherited IRAs and how some of the stretch features have changed. Later in the show, Paul and his team talk about meme stock managers.
You’ve inherited money—now what? We will cover the tax implications of inheriting money, tax-saving strategies, and how to choose an investment mix for your money. Sign up here: www.paulwinkler.com/inheritance.
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