Managing Your Gain: A Guide to Inherited IRAs

The Retirement Risk Show

Контент предоставлен Dave Hall, CPA, Dave Hall, and CPA. Весь контент подкастов, включая эпизоды, графику и описания подкастов, загружается и предоставляется непосредственно компанией Dave Hall, CPA, Dave Hall, and CPA или ее партнером по платформе подкастов. Если вы считаете, что кто-то использует вашу работу, защищенную авторским правом, без вашего разрешения, вы можете выполнить процедуру, описанную здесь https://ru.player.fm/legal.

2M ago 26:58

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Dave Hall explains the intricacies of setting up beneficiaries for your retirement accounts, including the importance of careful planning to avoid tax problems and family disputes.

Dave highlights real-life examples where poor planning led to unnecessary legal fees and strained family relationships, emphasizing the need for regularly updated beneficiary forms. He offers insights into the specific rules and benefits for various types of beneficiaries under the Secure Act, such as the advantages spouses have compared to other inheritors and the ten-year window rule for non-eligible beneficiaries like children and grandchildren.

You'll also hear about the potential scams to watch out for, the relevance of trusts, and strategies for Roth conversions to minimize future tax burdens. Whether you are a retirement account holder planning your estate or a beneficiary navigating an inherited IRA, this episode is packed with essential advice to secure your financial future.

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