Understanding The Latest Rules for Inherited IRAs - Sign Up for Our Weekly Retirement Newsletter: mailchi.mp/theoremwm.com/week...
In today's video, we dive deep into the intricate world of Inherited IRAs. The biggest question most people have when inheriting an IRA is whether or not they are required to take money out of the account each year. Dealing with the loss of a loved one is challenging, and the complexities of inheriting an IRA can add to the stress. With the IRS continuously contemplating changes to the distribution rules, it's crucial to stay updated.
🔹 What's Inside:
- The ongoing confusion surrounding the Inherited IRA.
- A recap of the SECURE Act and its impact on IRA distribution rules.
- The difference between Non-Designated Beneficiaries and Designated Beneficiaries.
- How the SECURE Act changed the game for Designated Beneficiaries.
- The IRS's recent proposed regulations and what they mean for you.
- Strategies for managing your inherited IRA to avoid potential tax pitfalls.
🔹 Resources & Links:
IRS Single Life Expectancy Table - www.irs.gov/publications/p590...
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If you have questions or comments email us Retire@theoremwm.com or head to www.Retireonceshow.com
- Johnathan Rankin CRPC® CEPA®, Founder & CEO
- Theorem Wealth Management
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Disclaimer: Johnathan Rankin is a Registered Representative of Sanctuary Securities Inc. and an Investment Advisor Representative of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC., an SEC Registered Investment Advisor. Theorem Wealth Management is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC. All discussions regarding investments are for illustrative purposes only. Nothing on this channel should be considered as personalized advice or a solicitation to buy or sell any securities.