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Inherited IRA Changes You Need to Know About
Manage episode 434010221 series 3575622
Erik Bowman에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Erik Bowman 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.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
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