With the passage of the SECURE Act & SECURE 2.0 Act, Stretch IRAs are no longer an option. So, how should investors with an IRA manage this and what should beneficiaries do with their inherited IRA? Valerie Escobar, senior wealth advisor, and Michael MacKelvie, wealth advisor, share strategies investors may consider with their IRAs. 00:00 Introduction 01:24 What is an Inherited IRA? 04:20 What to do with an Inherited IRA? 08:40 How Should Investors Manage their IRA Before Passing them Down? 15:55 Outro & Disclosures #SecureAct2 #IRA #StretchIRA For more information, please visit us online at Subscribe and listen to our podcast, Your Life Simplified Apple Podcasts - Google Play - CONNECT WITH US ON SOCIAL LinkedIn - Facebook - Twitter - Instagram - ============================================= These videos are limited to the dissemination of general information and are not intended to be legal or investment advice. Nothing herein should be relied upon
Timothy Sumer is a philanthropist and motivational speaker empowering young entrepreneurs across the nation. He speaks on starting new businesses and the importance of branding in the digital age. Timothy Sumer has a BA in Accounting from NYU and a Masters in Information Technology from MIT. Tim enjoys traveling around the globe, driving exotic sports cars, molecular gastronomy, exploring new cultures, and keeping on top of the latest technology trends. Hope you enjoy Timothy Sumer's page :)