• Inherited IRAs - what you need to know Ep.73

  • Sep 15 2024
  • Length: 20 mins
  • Podcast

Inherited IRAs - what you need to know Ep.73

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  • Summary

  • The dynamic duo are back together to discuss the IRS's latest "change" to tax rules. This isn't a new topic but the IRS has recently "finalized" the rules originally proposed years ago around inherited IRAs. Ben and Steven provide insight for how to think about inherited IRAs, the the 10 year rule, the value of long term planning and the requirements around required minimum distributions

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In the spirit of reconciliation, Audible acknowledges the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respect to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peoples today.