Planning For Large IRAs - July 13, 2024

Recent changes in IRS regulations have changed the way many people think about tax deferred retirement accounts, and even more so for those who have larger amounts in their IRAs. Dave and Jonathan discuss what you need to know to help avoid big tax hits in accounts such as these. They also connect the dots between financial planning and the latest Inside Out motion picture smash, as well as answer listener questions from the mailbag.Altmeyer Financial Radio is a weekly program featuring financial professional Dave Altmeyer and financial advisor Jonathan Altmeyer of Altmeyer Financial, a retirement planning concern with offices in Spokane, Washington and Coeur d’Alene, Idaho. They discuss topics dealing with financial planning for retirement, as well as current economic news and answering listener questions.Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor.