Inherited IRA Distributions: Pre SECURE ACT

Описание: Inherited IRA rules are messy and complex. But if your loved one passed away BEFORE 1/1/2020 and the SECURE Act, this video will help explain your next steps. Each detail, from RMDs to taxation, is important and has unique planning opportunities.

CHAPTERS :
1:26 What is the SECURE Act?
2:36 What type of account is it?
3:29 What can you do with the money?
5:29 When do you have to take RMDs?
8:26 What are the tax implications of a full distribution?
9:23 What if there are multiple beneficiaries?
10:55 What are the opportunities for strategy?

Read about the SECURE Act here : https://financialdesignstudio.com/ret...
Read more about the latest Inherited IRA rules : https://financialdesignstudio.com/art...

READ ARTICLE HERE : https://financialdesignstudio.com/inh...
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We are Financial Design Studio: Michelle, Steve, Rob, Trevore, Jake, Lisa, Anna. A team of experience, fee only, fiduciary financial advisors in Chicago. Our team specializes in tax efficient financial planning and investment management. With us on your side, you gain the clarity you need to confidently live your life.

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