Final Inherited IRA Rules: Breaking Down the Secure Act 2.0

In this video, Danny Gudorf discusses the significant changes brought about by the Secure Act 2.0, particularly focusing on the new regulations regarding inherited IRAs. He explains the different types of beneficiaries, the major updates affecting them, and the implications for required minimum distributions (RMDs).

The conversation emphasizes the importance of understanding these rules for effective retirement planning and highlights the need for strategic tax planning and consultation with financial professionals.
=======================
Learn the tips & strategies to experience a limitless retirement

Get Your Free Retirement Assessment: https://gudorffinancial.com/get-started

Download Our Retire Ready Toolkit: https://gudorffinancial.lpages.co/too...

Make sure to subscribe here to be notified for future videos!

⏱Timestamps:⏱
00:00 Introduction to Secure Act 2.0
02:25 Understanding Beneficiary Types
04:49 Major Updates on Inherited IRAs
10:06 Clarifying Required Minimum Distributions
15:21 Navigating the 10-Year Rule
20:36 Strategic Planning for Inherited IRAs

About Gudorf Financial Group: We're a Dayton, Ohio-based independent financial advisory firm serving individuals in several states and nationwide. We're here to listen to your needs and guide you through the retirement planning process.

Get started today → https://gudorffinancial.com/get-started