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Inherited IRA Rules and the SECURE Act - America's Wealth Management Show


The rules of inherited IRAs are extremely difficult to understand due to the SECURE Act, yet they must be understood. Dean Barber and Bud Kasper review the inherited IRA rules and explain how the can affect different beneficiaries. Schedule a Meeting: Start Planning Here: More on this episode: Other Videos: 2022 Year-End Tax Planning: What Is Tax Diversification?: Podcasts: Ed Slott in Studio! - Creating a Tax-Free Retirement with Ed Slott - Articles: Yet Another Interest Rate Hike — What Does It Mean for You?: The Impact of Rising Interest Rates: RMD Penalty Waived for 2021 and 2022 Missed RMDs within 10-Year Rule: What Is a QCD?: How Much Do I Need to Retire?: The SECURE Act's 10-Year Rule: 10 Ways to Fight Inflation in Retirement: 6 Reasons Roth Conversions Could Work for You: Other Resources: Barber Financial Group Educational Series: The Guided Retirement Show: Disclosures and Introduction: 00:00 Bad Times for the Bond Aggregate: 01:16 Inherited IRAs and Your Required Beginning Date for RMDs: 03:04 An RMD Penalty Waiver: 8:11 The Three Beneficiaries: 8:45 An Inherited IRA Case Study: 18:29 Roth IRAs Can Make a Big Difference: 25:00 Dean's Secret: 26:35 The Lag Effect When the Fed Raises Rates: 29:40 Using Life Insurance to Do Roth Conversions: 31:12 Conclusion: 34:45...(read more)


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