Skip to main content

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)


LEARN MORE ABOUT: IRA Accounts
TRANSFER IRA TO GOLD: Gold IRA Account
TRANSFER IRA TO SILVER: Silver IRA Account
REVEALED: Best Gold Backed IRA
Write an article about Inherited IRA Rules and the SECURE Act - America's Wealth Management Show in English https://inflationprotection.org/inherited-ira-rules-and-the-secure-act-americas-wealth-management-show/?feed_id=69630&_unique_id=63e761bbb87b2 #Inflation #Retirement #GoldIRA #Wealth #Investing #americaswealthmanagementshow #budkasper #deanbarber #deanbarberpodcast #estateplanning #FinancialPlanning #inheritedira #secureact #stretchira #InheritedIRA #americaswealthmanagementshow #budkasper #deanbarber #deanbarberpodcast #estateplanning #FinancialPlanning #inheritedira #secureact #stretchira
Labels:

Comments

Post a Comment

Popular posts from this blog

"Is Birch Gold Group a Reliable Choice for Your 2023 Gold IRA Investments?" - A Quick Review #shorts

In this Birch Gold Group review video, I go over what makes this Gold IRA company unique, the pros and cons, their fees, minimums, and much more. Get their free guide here: 👉 FREE Resources: ➜ Gold IRA Company Reviews: Birch Gold Group boasts high ratings from consumer advocate groups. With an A-plus rating from the Better Business Bureau, a triple-A rating from the Business Consumer Alliance, and high marks from Trust Link, Trustpilot, and Google Business, Birch Gold is a top choice to trust your hard-earned retirement savings. Birch Gold Group’s low initial investment minimum is another edge it has over its competitors whose minimums can range from $25,000 to $50,000. A beginning $10,000 minimum investment is all that is required to start a GOLD IRA with Birch which is advantageous for first-time investors. Spanning nearly two decades, Birch Gold Group’s mission and philosophy focus on a commitment to understanding your needs and finding the right fit for you. Their
Post a Comment
Read more

Should I Rollover My 401k to an IRA? YES! #shorts #retirement #financialfreedom

Should I Rollover My 401k to an IRA? YES! #shorts #retirement #financialfreedom Should I Rollover My 401k to anIRA 🤔 || 401k to IRA Rollover Pro's & Con's In this video, I want to talk about rolling over your 401k to an IRA Rollover and if that makes sense for your retirement planning . I want to look at the pro's to rolling over a 401k and also the con's to rolling over a 401k. When you should rollover your 401k to an IRA and when you should NOT rollover your 401k to an IRA. Let's talk about when you should NOT rollover your 401k to an IRA: 1. You are still working and are under the age of 59.5 2. You are 55 and considering retirement (Rule 55) 3. Increased creditor protection in a 401k 4. 401k's offer loans--IRA's do not offer loans Why you SHOULD rollover your 401k to an IRA 1. More investment choices in IRA over 401k 2. Lower investment fees 3. Convert IRA to Roth IRA (Roth IRA Conversion) 4. Consolidation from multiple 401k'
Post a Comment
Read more