Can a Spouse Avoid the 10-Year Rule on an Inherited IRA?

Описание: When you inherit a retirement account like an IRA or 401(k), the rules aren't always as simple as they seem. The SECURE Act introduced the 10-year rule, but spouses and children are treated very differently under the tax code. In this video, we break down how inherited IRAs work, what options spouses have, and what kids need to know to avoid costly mistakes.

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Mike Bernard, CFP® offers advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. This information is for general financial education and is not intended to provide specific investment advice or recommendations. All investing and investment strategies involve risk, including the potential loss of principal. Asset allocation & diversification do not ensure a profit or prevent a loss in a declining market. Past performance is not a guarantee of future results.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.