EPISODE · Jun 15, 2022 · 21 MIN
114: Inherited IRA Rules - What You Need To Know
from Build a Better Financial Future · host Luis F. Rosa, CFP® EA
Inherited IRAs can be a great way to continue to build wealth. Tune in to learn the IRS distribution rules in order to minimize taxes on your distributions and take advantage of tax deferred growth. Notes: In this episode, Luis talks about the following and more: Required Minimum Distributions Spouse vs Non-Spouse IRS rules IRAs with Multiple Beneficiaries The benefits of disclaiming all or part of the inherited assets Resources: Download the 3 Fundamental "Money Moves" to Make Before Turning 45 LatinXcellence, more than a brand, it's a movement! Luis' LinkedIn Luis' Twitter Luis' IG
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114: Inherited IRA Rules - What You Need To Know
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