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
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?