))
Explaining Penalty Relief for Inherited Withdrawals
Manage episode 417304846 series 3481242
内容由Nathan O' Bryant提供。所有播客内容（包括剧集、图形和播客描述）均由 Nathan O' Bryant 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。
While the stretch IRA has been gone for a few years now, a new tweak in the rules has added some confusion. On today’s episode, we discuss what this may mean for inherited IRAs and look at a recent article from CNBC to break it down. Currently, there is a 10-year rule to withdraw from an inherited IRA account, but the IRS is allowing a penalty relief in 2024 to certain heirs considered “non-eligible designated beneficiaries” as they work to figure it out.
Here’s some of what we discuss in this episode:
- What the IRS did in 2024 about inherited withdrawals.
- What the tax implications could be in the future.
- If you should get a Roth conversion.
CNBC article: https://www.cnbc.com/2024/04/19/irs-waives-required-withdrawals-from-some-inherited-ira-for-2024.html
For more, visit us online: http://thefinancialanswer.com
265集单集
分享
