In this video, Colin Exelby, CFP®, breaks down the important rules for handling your inherited IRA.
Inheriting an Individual Retirement Account (IRA) comes with different rules and considerations that may significantly impact your financial planning.
Understanding these inherited IRA distribution rules can have a significant impact on your short-term and long-term financial situation.
Tax planning is about making strategic choices within the tax code, and knowing your options will help you maximize tax efficiency and preserve your inherited assets.
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[About] Colin Exelby is a Certified Financial Planner Professional™ or CFP®. He owns the virtual financial advisory practice Celestial Wealth Management.
I provide financial planning for business owners and their families that makes sense.
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