Adam Talks | Finally, Final RMD Regulations

In this episode of Adam Talks, Adam Bergman breaks down the newly finalized RMD regulations for inherited IRAs and Roth IRAs. After nearly five years, the IRS has clarified how required minimum distributions will work for different types of beneficiaries. Adam explains the rules for both eligible and non-eligible beneficiaries, including key distinctions based on the age of the decedent and whether or not RMDs were already being taken. Tune in to understand how these changes affect you and your inherited accounts!

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About IRA Financial:

IRA Financial was founded by Adam Bergman, a former tax and ERISA attorney who worked at some of the largest law firms. He created IRA Financial to educate retirement account holders about the benefits of self-directed retirement plan solutions, allowing investments in alternative assets like real estate.

Please note: IRA Financial is a retirement account facilitator and custodian. We are not a law firm or fiduciary. We do not provide legal services or advice. Always consult with appropriate legal, tax, and investment professionals before making any investment decisions.

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