The Hidden Tax Trap in Inherited IRAs Nobody Warned You About
Автор: High Flight Financial - Kirk Reagan, CFP®, MQFP®
Загружено: 2025-11-04
Просмотров: 8099
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Inherited an IRA? Learn how the 10-year rule under the SECURE Act could trigger huge tax bills—and how to avoid them.
Did you recently inherit an IRA? The SECURE Act changed everything.
In this video, Kirk Reagan breaks down the new 10-year rule for inherited IRAs—what it means, who it affects, and how to avoid major tax pitfalls.
You’ll learn:
• The difference between eligible and non-eligible beneficiaries
• How RMDs work under the new rules
• What happens if you wait until year ten to withdraw
• How to reduce taxes with strategic withdrawals or Roth conversions
• Real-world examples showing how balances and taxes can grow
Don’t get caught by surprise in 2031 when the first wave of 10-year clocks expires.
📈 Subscribe for more retirement and tax planning insights.
💬 Drop your questions in the comments—Kirk reads and replies.
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