New"ish" Inherited IRA Rules
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New"ish" Inherited IRA Rules
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In this episode, your host Greg Shepard shares with you new"ish" rules surrounding Inherited IRA's.
These rules came about with the SECURE ACT of 2020.
Listen as Greg shares with you how the interpretation of the new rules has morphed in less than 2 years and why most financial advisor's aren't even aware.
Lastly, Greg talks you through a simple example to illustrate the new rule so anyone can understand.
Remember, there are a lot of nuances with these new Inherited IRA rules and its vital that you work with a competent financial advisor and CPA planner to make sure you're getting things right.
Don't go at this alone!!
Greg is a financial advisor at S&A Financial Services, Inc. and specializes in working with small business owners and their CPA's in providing proactive / wholistic financial solutions.
Other Resources:
Podcast Episode: What is a Backdoor Roth IRA Contribution?
Podcast Episode: Who Can Contribute to SEP IRA?
Small Business Financial Podcast
www.safianncialservices.com
greg@shepardfinancial.com