Inherited IRA? Here’s How to Outsmart the IRS and Keep Your Cash

In this video, I will provide a comprehensive overview of the inheritance process for IRAs and 401(k)s. You'll learn about the two primary options available to beneficiaries, explore specific scenarios such as the passing of a spouse or non-spousal beneficiaries, and gain a clear understanding of the rules governing the inheritance of Traditional IRAs.

0:00 - Overview
0:51 - Your 1st option
0:51 - Your 2nd option
2:23 - Case 1 - your spouse passes away
4:49 - Case 2 - non-spousal beneficiary
7:11 - Rule in inheriting a Traditional IRA
9:57 - Final thoughts

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🚀 Disclaimer: This podcast is for educational purposes only and does not constitute financial advice. Consult with a qualified professional before making any investment decisions.