• Managing Your Gain: A Guide to Inherited IRAs

  • Jul 12 2024
  • Length: 27 mins
  • Podcast

Managing Your Gain: A Guide to Inherited IRAs

Listen for free

View show details

  • Summary

  • Dave Hall explains the intricacies of setting up beneficiaries for your retirement accounts, including the importance of careful planning to avoid tax problems and family disputes.

    Dave highlights real-life examples where poor planning led to unnecessary legal fees and strained family relationships, emphasizing the need for regularly updated beneficiary forms. He offers insights into the specific rules and benefits for various types of beneficiaries under the Secure Act, such as the advantages spouses have compared to other inheritors and the ten-year window rule for non-eligible beneficiaries like children and grandchildren.

    You'll also hear about the potential scams to watch out for, the relevance of trusts, and strategies for Roth conversions to minimize future tax burdens. Whether you are a retirement account holder planning your estate or a beneficiary navigating an inherited IRA, this episode is packed with essential advice to secure your financial future.

    Support the show

    Follow us on Instagram: @retirementriskadvisors
    Like us on Facebook: Retirement Risk Advisors
    Show More Show Less
Show More Show Less
activate_Holiday_promo_in_buybox_DT_T2

What listeners say about Managing Your Gain: A Guide to Inherited IRAs

Average customer ratings

Reviews - Please select the tabs below to change the source of reviews.

Audible.co.uk reviews

Amazon reviews
No Reviews are Available