What happens to my IRA when I die? One of the most frequent questions asked during client meetings is, “What happens to my IRA when I die?” In this episode we discuss: 0:00 - Intro 0:43 - How a surviving spouse can handle an IRA 1:43 - Define eligible designated beneficiaries and the rules they follow. 4:35 - Discuss the 10-year rule for other beneficiaries. 6:28 - The problems with not naming beneficiaries on your IRA or retirement plan. 8:00 - Using a trust as a beneficiary 8:45 - Wrap Up And don’t forget these rules apply to both traditional and Roth IRA’s. To learn more, please visit: Appearing in this video: Michael Seese, CFP® Tyler Szafran, CRPC® Neal Watson CFP® #IRA #401k #FinancialPlanning To learn more about our firm or to contact a financial advisor near you, please visit: ... ( read more )
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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 :)