Five Minute Finance

Learn the Secrets of Inherited IRAs: What are Smart Strategies?


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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/

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Five Minute FinanceBy Mike Morton, CFP®, RLP®, ChFC®

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