Скачать или смотреть IRA and Inherited IRA Beneficiary and Estate Planning Considerations

In this week’s video, Tim discusses IRA inheritance options and estate planning considerations. We cover how beneficiaries have different account types depending on their relationship to the IRA owner and how the account was funded. We then shed light on how the Secure Act now requires inherited IRA assets to be withdrawn within 10 years, potentially leading to higher taxes for beneficiaries. We recommend Roth IRA conversions as a strategy to limit lifetime taxes and pass tax-free assets to heirs.

In this video:

IRA inheritance options and estate planning considerations.
Beneficiary designations and probate avoidance.
IRA inheritance tax implications.

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