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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.
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Wednesday Dec 04, 2024
Wednesday Dec 04, 2024
Today, Paul talks about how tax laws around the 10-year rule on inherited IRAs make inheriting this common retirement vehicle more complicated than ever. Paul covers how it’s taken years for tax laws to clarify and catch up with this change and talks about specific rules for taking the RMD in the year that the decedent passed away, how to take the RMD when there are multiple beneficiaries, rules around minors inheriting IRAs, and many other laws that have come in the last few years. It is more important now than ever to seek professional advice in this area.
For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.
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