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Will Your IRA Help Your Heirs or Create New Challenges? episode artwork

Oct 13, 2026 11 min

Will Your IRA Help Your Heirs or Create New Challenges?

from The Retirement Solution

Could the inheritance you leave behind create tax headaches your family never expected? In this episode, Jon Hicks explores how inherited IRA rules have changed under the SECURE Act and what that could mean for children and grandchildren who inherit retirement accounts. He discusses the role of trusts, wealth transfer strategies, gifting while living, tax considerations for beneficiaries, and why leaving assets to loved ones may require more planning than many families realize. Learn how different approaches may impact the legacy you hope to pass on and the people who receive it.

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Will Your IRA Help Your Heirs or Create New Challenges?

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How long is this episode of The Retirement Solution?

This episode is 11 minutes long.

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This episode was published on October 13, 2026.

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