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Part 2 of a short series on inheriting an IRA. If you haven't already, consider watching part 1 here to learn more about your options as the beneficiary of an IRA:    • You've inherited an IRA, what are your opt...  

When inheriting an IRA, if you're not careful, you can find a lot of your funds slipping away in income taxes. While income taxes on an inherited IRA are probably unavoidable, you can reduce their bite with careful planning. In this video, we discuss three key strategies that non-eligible designated beneficiaries who are subject to the 10-year distribution rule can use to help avoid unnecessary taxation and keep more of their family's money in the family.

For more information or to schedule a call with Jeff from Create Wealth Financial Planning, visit our website www.createwealthfp.com.