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Inherited IRAs
Manage episode 419158856 series 2910154
内容由Mike Morton, CFP®, RLP®, ChFC® and Mike Morton提供。所有播客内容（包括剧集、图形和播客描述）均由 Mike Morton, CFP®, RLP®, ChFC® and Mike Morton 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品，您可以按照此处概述的流程进行操作https://zh.player.fm/legal。
Join Matt Robison and me as we delve into the intricate world of inherited IRAs. In the first quarter of 2023, Americans held over $12 trillion in IRAs, and if you've inherited some of that wealth, there's a lot you need to know.
We'll clarify who qualifies as an Eligible Designated Beneficiary (EDB), the impact of the Secure Act 1.0's 10-year rule, and the importance of understanding required minimum distributions (RMDs).
We'll also discuss strategic considerations for taking distributions, the influence on your tax bracket, and the implications for student loans. Tune in to navigate the complexities of inherited IRAs and maximize your inheritance.
Are you ready to create your ideal lifestyle? Let’s Connect.
Learn more about Mike and my services at: https://www.mortonfinancialadvice.com and connect at: https://www.linkedin.com/in/mwsmorton/
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