Rules and Decision-Making for Inherited Spousal IRAs

The second of a two-part series in which Jeff explores the complex world of inherited IRAs. This episode focuses on inherited IRA rules and decision-making for those who inherit an IRA and/or Roth IRA from a spouse. While the rules for non-spousal inherited IRAs are strict guidelines to follow, the rules for spousal inherited IRAs offer more flexibility, which requires decision-making. In this episode, Jeff explores the pros and cons of inherited IRA options, as well as the timeline and considerations. If you have any questions, please reach out to jeff at jeff@hilltopplaning, or through his website at hilltopplanning.com Disclaimer: The information provided in this podcast is for informational and educational purposes only and is not intended to constitute investment, financial, legal, or tax advice. All opinions expressed are those of the host and guests and are subject to change without notice. Any references to investments, strategies, or securities are illustrative and do not constitute a recommendation or solicitation to buy or sell any investment product. The views and strategies described may not be suitable for all investors. Listeners should not act or refrain from acting on the basis of any information included in this podcast without seeking individualized advice from a qualified financial professional who understands your personal circumstances and financial objectives. Past performance is not indicative of future results. All investments involve risk, including the possible loss of principal. Jeff Morneault may discuss and link to third-party resources or websites; these are provided solely for convenience and do not constitute an endorsement. Jeff Morneault makes no representations as to the accuracy, timeliness, or completeness of any third-party information.