Inherited Roth IRA Roadmap

Learn the do's and don'ts, tax implications, and wise investment moves, ensuring a smooth transition and boosting your wealth when inheriting a Roth IRA. Have a question you want to be answered on the show? Call or text 574-222-2000 or leave a comment! Want to speak with a Certified Financial Planner™? Visit https://www.korhorn.com/ or call 574-247-5898. Find more information about the Wise Money Show™ at https://www.korhorn.com/wise-money-show Be sure to stay up to date by following us! Facebook -   / wisemoneyshow   ​ Instagram -   /     Twitter -   / wisemoneyshow   ​ Want more Wise Money™? Read our blog! https://www.korhorn.com/wise-money-blog ​ Listen on Podcast: https://link.chtbl.com/WiseMoney ​ Subscribe on YouTube:    / wisemoneyshow   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.

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Roth 5-Year Rule: Does It Still Matter after 59.5?
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Roth 5-Year Rule: Does It Still Matter after 59.5?

Why Retirees With Under $5M Should Avoid Roth Conversions
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Why Retirees With Under $5M Should Avoid Roth Conversions

What You Need to Know About Inherited IRAs
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What You Need to Know About Inherited IRAs

Rethink Naming a Trust as Your IRA Beneficiary
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Rethink Naming a Trust as Your IRA Beneficiary

Is 60 Too Late to Fund a Roth IRA?
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Is 60 Too Late to Fund a Roth IRA?

Most People Allocate Their Roth IRA Completely Wrong
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Most People Allocate Their Roth IRA Completely Wrong

Non-spouse Beneficiary Inherited IRA Rules: 10-Year Rule, RMD requirement, Exceptions, Tax Strategy
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Non-spouse Beneficiary Inherited IRA Rules: 10-Year Rule, RMD requirement, Exceptions, Tax Strategy

Confusing Rule When Inheriting a Roth IRA
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Confusing Rule When Inheriting a Roth IRA

Should You Do a Roth Conversion? 9 Key Questions to Ask First
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Should You Do a Roth Conversion? 9 Key Questions to Ask First

Age 62 With $2 Million Pretax - Convert To Roth All In One Year Or Gradually?
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Age 62 With $2 Million Pretax - Convert To Roth All In One Year Or Gradually?

How To Prevent An Escrow Shortage and Rising Mortgage Payments | This is Jax
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How To Prevent An Escrow Shortage and Rising Mortgage Payments | This is Jax

Don’t Do a Roth Conversion — Until You Watch This
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Don’t Do a Roth Conversion — Until You Watch This

Can You Put Money Into a Roth After You Retire?
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Can You Put Money Into a Roth After You Retire?

AVOID These Roth IRA Mistakes At All Costs
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AVOID These Roth IRA Mistakes At All Costs

NEW Rules For Inherited IRAs: 7 Steps To Follow
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NEW Rules For Inherited IRAs: 7 Steps To Follow

Exposing the TRUTH About Roth vs Traditional Accounts | Financial Conversations
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Exposing the TRUTH About Roth vs Traditional Accounts | Financial Conversations

Why EVERYTHING Changes After $100K (& How To Reach It)
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Why EVERYTHING Changes After $100K (& How To Reach It)

When a Roth Conversion Makes NO Sense (And Why It Depends)
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When a Roth Conversion Makes NO Sense (And Why It Depends)

The Most Accurate ROTH Conversion Strategy You’ve Never Been Taught
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The Most Accurate ROTH Conversion Strategy You’ve Never Been Taught

The Roth IRA 5-Year Rule Could Cost You Thousands — Here's How It Works
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The Roth IRA 5-Year Rule Could Cost You Thousands — Here's How It Works