
Sign up to save your podcasts
Or


Got an inherited IRA, or think you might someday? On this episode of Five Minute Finance, Matt Robison and Certified Financial Planner Mike Morton give you the no-nonsense playbook. You’ll learn the nuances of the 10-year rule, how to build a simple distribution plan, and strategies for maximizing your inheritance. Don’t pay more in taxes than is absolutely necessary. Make a plan.
Find out more about Mike at https://www.mortonfinancialadvice.com and connect at https://www.linkedin.com/in/mwsmorton/
By Mike Morton, CFP®, RLP®, ChFC®4.8
2121 ratings
Got an inherited IRA, or think you might someday? On this episode of Five Minute Finance, Matt Robison and Certified Financial Planner Mike Morton give you the no-nonsense playbook. You’ll learn the nuances of the 10-year rule, how to build a simple distribution plan, and strategies for maximizing your inheritance. Don’t pay more in taxes than is absolutely necessary. Make a plan.
Find out more about Mike at https://www.mortonfinancialadvice.com and connect at https://www.linkedin.com/in/mwsmorton/

229,283 Listeners

30,693 Listeners

39,054 Listeners

3,218 Listeners

1,943 Listeners

808 Listeners

1,312 Listeners

38,102 Listeners

550 Listeners

866 Listeners

676 Listeners

9,193 Listeners

813 Listeners

1,410 Listeners

426 Listeners