Inherited IRAs can be a great way to continue to build wealth. Tune in to learn the IRS distribution rules in order to minimize taxes on your distributions and take advantage of tax deferred growth. Notes: In this episode, Luis talks about the following and more: <ul> <li style="font-weight: 400;" aria-level="1">Required Minimum Distributions</li> <li style="font-weight: 400;" aria-level="1">Spouse vs Non-Spouse IRS rules</li> <li style="font-weight: 400;" aria-level="1">IRAs with Multiple Beneficiaries</li> <li style="font-weight: 400;" aria-level="1">The benefits of disclaiming all or part of the inherited assets</li> </ul> Resources: <ul> <li style="font-weight: 400;" aria-level="1"><a href= "https://financeinsights.net/G2vjfWn1cvm57">Download the 3 Fundamental "Money Moves" to Make Before Turning 45</a></li> <li style="font-weight: 400;" aria-level="1"><a href= "https://latinxmovement.com/">LatinXcellence, more than a brand, it's a movement!</a></li> <li style="font-weight: 400;" aria-level="1"><a href= "https://www.linkedin.com/in/luisfrosa/">Luis' LinkedIn</a></li> <li style="font-weight: 400;" aria-level="1"><a href= "https://twitter.com/luis_f_rosa">Luis' Twitter</a></li> <li style="font-weight: 400;" aria-level="1"><a href= "https://www.instagram.com/luis_f_rosa/">Luis' IG</a></li> </ul>

Inherited IRAs can be a great way to continue to build wealth. Tune in to learn the IRS distribution rules in order to minimize taxes on your distributions and take advantage of tax deferred growth. Notes: In this episode, Luis talks about the following and more: Required Minimum Distributions Spouse vs Non-Spouse IRS rules IRAs with Multiple Beneficiaries The benefits of disclaiming all or part of the inherited assets Resources: Download the 3 Fundamental "Money Moves" to Make Before Turning 45 LatinXcellence, more than a brand, it's a movement! Luis' LinkedIn Luis' Twitter Luis' IG

Inherited IRAs can be a great way to continue to build wealth. Tune in to learn the IRS distribution rules in order to minimize taxes on your distributions and take advantage of tax deferred growth. Notes: In this episode, Luis talks about the following and more: <ul> <li>Required Minimum Distributions</li> <li>Spouse vs Non-Spouse IRS rules</li> <li>IRAs with Multiple Beneficiaries</li> <li>The benefits of disclaiming all or part of the inherited assets</li> </ul> Resources: <ul> <li><a href="https://financeinsights.net/G2vjfWn1cvm57" rel="noopener noreferrer">Download the 3 Fundamental "Money Moves" to Make Before Turning 45</a></li> <li><a href="https://latinxmovement.com/" rel="noopener noreferrer">LatinXcellence, more than a brand, it's a movement!</a></li> <li><a href="https://www.linkedin.com/in/luisfrosa/" rel="noopener noreferrer">Luis' LinkedIn</a></li> <li><a href="https://twitter.com/luis_f_rosa" rel="noopener noreferrer">Luis' Twitter</a></li> <li><a href="https://www.instagram.com/luis_f_rosa/" rel="noopener noreferrer">Luis' IG</a></li> </ul>

114: Inherited IRA Rules - What You Need To Know

Welcome to Build a Better Financial Future—the podcast for high earners who want to make their money work harder. 

Hosted by Luis Rosa, CERTIFIED FINANCIAL PLANNER™ Professional and founder of Build A Better Financial Future. This podcast gives you the insights to help you build wealth, break generational cycles, and achieve financial freedom.

Each month, we explore practical tips to help you grow your wealth, optimize your investments, and make informed financial decisions—without the jargon or outdated advice. Whether you're managing taxes, protecting your wealth, or planning for a legacy, we've got you covered.

Subscribe now to start building the future you deserve—one episode at a time.

Disclosure:
Luis Rosa is an investment advisor representative registered with Savvy Advisors, Inc. ("Savvy").  All investment advisory services offered by Luis Rosa are offered through Savvy. Build a Better Financial Future LLC is an independent marketing brand name used by Luis Rosa for advertising and marketing purposes only.  Build a Better Financial Future LLC and Savvy are not related or affiliated. For more information about Savvy, please visit our website.

All advisory services are offered through Savvy Advisors, Inc. ("Savvy Advisors"), an investment advisor registered with the Securities and Exchange Commission ("SEC").  Savvy Wealth Inc. ("Savvy Wealth") is a technology company and the parent company of Savvy Advisors. Savvy Wealth and Savvy Advisors are often collectively referred to as "Savvy".

For full disclosures please visit: https://www.savvywealth.com/disclosure

Business

Investing

Welcome to Build a Better Financial Future—the podcast for high earners who want to make their money work harder. Hosted by Luis Rosa, CERTIFIED FINANCIAL PLANNER™ Professional and founder of Build A Better Financial Future. This podcast gives you the insights to help you build wealth, break generational cycles, and achieve financial freedom. Each month, we explore practical tips to help you grow your wealth, optimize your investments, and make informed financial decisions—without the jargon or outdated advice. Whether you're managing taxes, protecting your wealth, or planning for a legacy, we've got you covered. Subscribe now to start building the future you deserve—one episode at a time. Disclosure: Luis Rosa is an investment advisor representative registered with Savvy Advisors, Inc. ("Savvy"). All investment advisory services offered by Luis Rosa are offered through Savvy. Build a Better Financial Future LLC is an independent marketing brand name used by Luis Rosa for advertising and marketing purposes only. Build a Better Financial Future LLC and Savvy are not related or affiliated. For more information about Savvy, please visit our website. All advisory services are offered through Savvy Advisors, Inc. ("Savvy Advisors"), an investment advisor registered with the Securities and Exchange Commission ("SEC"). Savvy Wealth Inc. ("Savvy Wealth") is a technology company and the parent company of Savvy Advisors. Savvy Wealth and Savvy Advisors are often collectively referred to as "Savvy". For full disclosures please visit: https://www.savvywealth.com/disclosure

Share 114: Inherited IRA Rules - What You Need To Know

Sign up to save your podcasts

114: Inherited IRA Rules - What You Need To Know

114: Inherited IRA Rules - What You Need To Know

More shows like Build a Better Financial Future

This American Life

Planet Money

Money Girl

WSJ What’s News

Retire Sooner with Wes Moss

Retirement Starts Today

The Retirement and IRA Show

The Daily

Up First from NPR

Barron's Streetwise