Inheriting Qualified Accounts - Safe Money and Retirement...

What this episode covers

Baby Boomers control the greatest amount of wealth with most having some sort of qulaified account like an IRA, 401k, SEP or even TSP. In this episode Jon Heischman discusses issues relating to leaving and inheriting those qulaified accounts.

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Frequently Asked Questions

How long is this episode of Safe Money and Retirement?

This episode is 27 minutes long.

When was this Safe Money and Retirement episode published?

This episode was published on July 21, 2023.

What is this episode about?

Baby Boomers control the greatest amount of wealth with most having some sort of qulaified account like an IRA, 401k, SEP or even TSP. In this episode Jon Heischman discusses issues relating to leaving and inheriting those qulaified accounts.

Is there a transcript available for this episode?

Yes, a full transcript is available for this episode. You can read the complete transcript on the episode page.

Can I download this Safe Money and Retirement 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.