Stretching the Inherited IRA 10-Year Rule
About this episode
This episode explores the changes to the inherited IRA 10-year rule and discusses strategies for managing inherited retirement accounts.
The inherited IRA 10-year rule has changed the way many families pass wealth from one generation to the next, creating new tax planning challenges and opportunities. In this episode of the Wise Money Show, we explore a creative beneficiary strategy that could give heirs more flexibility when managing inherited retirement accounts. We also discuss the pros and cons of naming children instead of a spouse as IRA beneficiaries, along with key considerations for Roth conversions, retirement tax planning, and multi-generational wealth strategies. Season 11, Episode 41 Download our FREE 5-Factor Retirement guide: https://wisemoneyguides.com/ Schedule a meeting with one of our CERTIFIED FINANCIAL PLANNERS™: https://www.korhorn.com/schedule-a-call/ or call 574-247-5898. Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow Listen on podcast: https://pod.link/1040619718 Watch this episode on YouTube: https://youtu.be/5WGyHXdUyEk Submit a question for the show: https://www.korhorn.com/ask-a-question/ Read the Wise Money Blog: https://www.korhorn.com/wise-money-blog/ Connect with us: Facebook - https://www.facebook.com/WiseMoneyShow Instagram - https://www.instagram.com/wisemoneyshow/…
People in this episode
Host: Kevin Korhorn
Topics covered
- Inherited IRA
- Tax Planning
- Wealth Transfer
- Retirement Accounts
- Beneficiary Strategies
- Roth Conversions
- Multi-Generational Wealth
Keywords
- Inherited IRA
- Tax Planning
- Beneficiary Strategy
- Roth Conversion
- Retirement Tax
- Wealth Transfer
- Multi-Generational Wealth
Mentioned in this episode
Organizations: Korhorn Financial Group, Silver Oak Securities, Inc., KFG Wealth Management, LLC, YouTube, Facebook, Instagram
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