1 min read
In this week's episode, we tackle inherited IRAs.
We cover:
- Options for spousal inherited IRAs
- Options for non-spousal inherited IRAs
- Explain what the 10-year rule is
- Explain the old Stretch Provision
- Give ideas for tax-efficient distribution strategies
- Give a couple of scenarios
- Explain how distributions are taxed
- Explain some special considerations and exemptions
Keep Investing Smarter!