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

  • 2024/08/20
  • 再生時間： 15 分
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Breaking Down The IRS's New Finalized Regulations On Inherited Retirement Accounts, #215

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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

    Subscribe to Retire With Ryan
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あらすじ・解説

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

Subscribe to Retire With Ryan
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