Breaking Down The IRS's New Finalized Regulations On Inherited Retirement Accounts, #215

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26d ago 15:17

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If you’ve inherited an IRA from someone who wasn’t your spouse since 2020, you can’t miss this episode. Why? The IRS has finally cleared up a lot of questions that had been left unanswered about inherited IRAs from a non-spouse. Though I’ve covered the topic in previous episodes, I wanted to break down the regulation further in this episode.

You will want to hear this episode if you are interested in...

[1:57] The SECURE Act’s impact on inherited IRAs
[4:21] The new IRS regulations
[6:30] Eligible designated beneficiaries
[7:52] Non-eligible designated beneficiaries
[11:07] Do some tax projections
[12:34] Satisfying distribution requirements

Resources Mentioned

Retirement Readiness Review
Subscribe to the Retire with Ryan YouTube Channel
Fiduciary: How to Find, Hire, and Establish an Aligned and Trusted Partnership with a Fee-Only Financial Advisor
IRS Single Life Expectancy Table
Episode #180: New Beneficiary IRA Distribution Requirements
Episode #200: IRS Update for Inherited IRAs and Roth IRAs

Connect With Morrissey Wealth Management

www.MorrisseyWealthManagement.com/contact

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