『Inherited IRAs: What You Need To Know (Non-Spouse Beneficiary) | Episode 5』のカバーアート

Inherited IRAs: What You Need To Know (Non-Spouse Beneficiary) | Episode 5

Inherited IRAs: What You Need To Know (Non-Spouse Beneficiary) | Episode 5

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概要

In this video Kolin talks about inherited IRAs and what you need to know as a non-spouse beneficiary of a retirement account. As a non-spouse beneficiary, there are some new rules that dictate when and how you remove money from an inherited retirement account that is now an inherited or beneficiary IRA in your name. The 10 year rule, RMDs, tax implications and financial planning things to think about when inheriting a retirement account.

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The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.

No strategy assures success or protects against loss. Investing involves risks, including the loss of principal.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Nodaway Valley Bank (NVB) and Nodaway Valley Investment Services™ (NVIS) are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using the name NVIS, and may also be employees of NVB. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, NVB or NVIS. Securities and insurance offered through LPL or its affiliates are:

Not Insured by FDIC or Any Other Government Agency | Not Bank Guaranteed | Not Bank Deposits or Obligations | May Lose Value

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