))
Inherited IRA Changes You Need to Know About
Manage episode 434010221 series 3575622
Kandungan disediakan oleh Erik Bowman. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Erik Bowman atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.
Recent rule changes have made it more crucial than ever to understand the tax implications and distribution timelines associated with inherited IRAs. Listen in as Erik and Ben break down the latest IRS rule changes affecting inherited IRAs, including the newly condensed 10-year distribution timeline. They explore the implications of these rules for both spousal and non-spousal beneficiaries and share some strategies to help navigate these changes effectively.
Here’s what we discuss in this episode:
0:00 – Intro
1:09 – How the rules for inherited IRAs have changed
4:08 – What are the new rules for non-spousal IRAs?
7:01 – What about spousal IRAs?
8:54 – Tax strategies for inherited IRAs
13:56 – Working with a qualified professional
Get in Touch:
Phone: (303) 222-8034
Book an appointment with us: https://www.bowmanfinancialstrategies.com/contact
Our website: https://www.bowmanfinancialstrategies.com/
LinkedIn: https://www.linkedin.com/in/bowmanfinancialstrategies/
Facebook: https://www.facebook.com/bowmanfinancialstrategies/
Watch the Podcast on YouTube: Bowman Financial Strategies - YouTube
31 episod
Kongsi
