Inherited IRA Changes You Need to Know About
Recent rule changes have made it more crucial than ever to understand the tax implications and distribution timelines associated with inherited IRAs. Listen in as Erik and Ben break down the latest IRS rule changes affecting inherited IRAs, including the newly condensed 10-year distribution timeline. They explore the implications of these rules for both spousal and non-spousal beneficiaries and share some strategies to help navigate these changes effectively. If you have inherited an IRA or plan to leave one, you don’t want to miss today’s conversation. Tune in to gain clarity on inherited IRA rules and ensure you’re on the right track with your financial strategy! Here’s what we discuss in this episode: 0:00 – Intro 1:09 – How the rules for inherited IRAs have changed 4:08 – What are the new rules for non-spousal IRAs? 7:01 – What about spousal IRAs? 8:54 – Tax strategies for inherited IRAs 13:56 – Working with a qualified professional #IRA #inheritedIRA #IRAquestions ___________________________________________________________________ Get in Touch: Phone: (303) 222-8034 Book an appointment with us: https://www.bowmanfinancialstrategies... Our website: https://www.bowmanfinancialstrategies... LinkedIn: / bowmanfinancialstrategies Facebook: / bowmanfinancialstrategies Investment advisory services offered through CreativeOne Wealth, LLC, a registered investment advisor. Bowman Financial Strategies and CreativeOne Wealth are unaffiliated entities. We are not affiliated with or endorsed by any government agency, and do not provide tax or legal advice. Investing involves risk, including possible loss of principal. No investment strategy can ensure a profit or guarantee against losses. Licensed insurance professional. Insurance product guarantees are backed by the financial strength and claims-paying ability of the issuing company. The information presented is for informational purposes only and should not be construed as a recommendation or advice for your specific circumstances. Always consult with qualified financial, tax and legal advisors.
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