Inherited IRA Distributions: Post SECURE Act

The rules around Inherited IRAs are complex. If your loved one passed away AFTER 1/1/2020 and the SECURE Act, then this video is for you! We break down the different beneficiary types, what you are required to do, and the options you have available.

CHAPTERS :
1:15 Information to Know
2:12 How does SECURE Act impact Beneficiaries?
2:56 What is an Eligible Designated Beneficiary?
3:35 What is a Designated Beneficiary?
3:58 What is a Non-Designated Beneficiary?
4:48 Eligible Designated Beneficiary Rules
5:57 Designated Beneficiary Rules
8:53 Non-Designated Beneficiary Rules
10:06 What kind of IRA Account?
11:49 Are you PRE-SECURE Act?

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We are Financial Design Studio: Michelle, Steve, Rob, Trevore, Jake, Lisa, Anna. A team of experience, fee only, fiduciary financial advisors in Chicago. Our team specializes in tax efficient financial planning and investment management. With us on your side, you gain the clarity you need to confidently live your life.

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