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Inherited IRA Rule Clarification [EP. 165]
After three years, the IRS decided to finally clarify the rules that pertain to non-spousal inheritance of Traditional and Roth IRAs. More specifically, how those beneficiaries are to distribute those funds within those IRAs after taking possession. The Secure Act 1.0 was enacted in 2019! So much for efficiency...
Nic Daniels BFA™, Financial Advisor
https://www.therealmoneypros.com
https://www.treecityadvisors.com
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By The Real Money Pros
5
1616 ratings
After three years, the IRS decided to finally clarify the rules that pertain to non-spousal inheritance of Traditional and Roth IRAs. More specifically, how those beneficiaries are to distribute those funds within those IRAs after taking possession. The Secure Act 1.0 was enacted in 2019! So much for efficiency...
Nic Daniels BFA™, Financial Advisor
https://www.therealmoneypros.com
https://www.treecityadvisors.com
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