Make that inherited IRA create tax-free LTC benefits

from Preparing For Tomorrow podcast · host Diane Stoddart

On Sunday, Suze Orman discussed the finally finalized rules for inherited IRA's. Listen here: https://www.suzeorman.com/podcast Today, I'm going to share a case study to share what one of our clients did with some of the IRA funds she inherited from her mom. Some of you know that "non-eligible" beneficiaries of IRA funds are required to withdraw all tne money in the IRA within 10 years and pay taxes on those withdrawals. If you don't know, listen to Suze's podcast episode from Sunday, September 3, 2024 with the above link. Nicole used $17,000 a year of the $45,000 she is required to withdraw annually over 10 years to create a paid-up long term care plan that will pay more than the entire inheritance she received ($450,000 IRA and $450,000 non-IRA funds). Listen and learn how we accomplished this. Nicole's mom left her a nice inheritance with an unforseen tax burden. We repositioned that tax burden to create tax-free LTC benefits for her or a tax-free death benefit for her kids. Schedule with me to learn how you can reposition yout tax-burden at https://calendly.com/diane-p4t/30min

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This episode was published on September 5, 2024.

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