What IRA Owners Need to Know About Beneficiaries, EP 023
Play • 11 min

There are several nuances when it comes to inheriting the assets of an IRA. This depends on the relationship of the beneficiary to the IRA owner, whether the IRA was funded with pretax or after-tax money, and whether the account owner was required to take minimum distributions. Tim touches on some of those nuances here as a guide of things to think about when it comes to planning your legacy. However, please consider talking to an estate attorney about your specific situation.

For more information, visit the show notes at https://erwealth.com/podcastblog/what-ira-owners-need-to-know-about-beneficiaries

Search
Clear search
Close search
Google apps
Main menu