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Inherited IRA Tax Strategy episode artwork

EPISODE · May 26, 2023 · 12 MIN

Inherited IRA Tax Strategy

from Jill on Money with Jill Schlesinger · host Audacy

What is the best way to avoid a major tax hit with an IRA that I recently inherited? Can I transfer the money into my brokerage account or a 529 plan with no tax consequence?Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.

What this episode covers

What is the best way to avoid a major tax hit with an IRA that I recently inherited? Can I transfer the money into my brokerage account or a 529 plan with no tax consequence?Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.

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Inherited IRA Tax Strategy

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Frequently Asked Questions

How long is this episode of Jill on Money with Jill Schlesinger?

This episode is 12 minutes long.

When was this Jill on Money with Jill Schlesinger episode published?

This episode was published on May 26, 2023.

What is this episode about?

What is the best way to avoid a major tax hit with an IRA that I recently inherited? Can I transfer the money into my brokerage account or a 529 plan with no tax consequence?Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube:...

Can I download this Jill on Money with Jill Schlesinger episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.
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