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Thursday Mar 19, 2020

Coronavirus Market Update
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2020-03

2020-03

Revisiting the SECURE Act: Inherited IRAsImageImage

Thursday Mar 05, 2020

Revisiting the SECURE Act: Inherited IRAs

Thursday Mar 05, 2020

Have you heard of inherited IRAs? The SECURE Act changed a lot of rules, including the details surrounding the inherited IRAs, so you’ll want to know how to plan accordingly.   Read more on this topic and get additional resources here: https://doncashpodcast.com/?p=244    Today's rundown:  1:27 - How has the SECURE Act changed things for us? 3:51 - How have inherited IRAs changed? 7:32 - Are there RMDs in the new rule? 9:26 - Which beneficiaries are exempt from this rule? 10:15 - If you listed a trust as your IRA beneficiary, you’ll want to revisit that with an estate planning attorney.  12:09 - Cash Connection: What are the contribution limits and rules for a Roth IRA? 17:42 - Getting to Know You: What is special about where Don grew up?

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