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IRA Beneficiaries: Who Inherits What and When?

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Manage episode 484435130 series 7742
Content provided by J. Christopher Boyd. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by J. Christopher Boyd or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

IRA Beneficiaries: Who Inherits What and When? – Just back from the Ed Slott Conference, Chris Boyd shares his in-depth commentary on how the Secure Act changed rules for distributing assets from an inherited IRA. Chris is joined by co-host Jeff Perry as they explore the sometimes confusing and technical rules of the three distinct categories of IRA beneficiaries. Chris outlines the basic rules as he points out that there are exceptions to be aware of. Jeff highlights the need for financial advisors to collaborate with client’s income tax preparers and estate planning to not only avoid unnecessary taxes and penalties, but to have all the pieces work together as part of a comprehensive financial plan. For more information or to reach TEAM AMR, click the following link: https://www.wealthenhancement.com/s/advisor-teams/amr

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1001 episodes

Artwork
iconShare
 
Manage episode 484435130 series 7742
Content provided by J. Christopher Boyd. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by J. Christopher Boyd or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

IRA Beneficiaries: Who Inherits What and When? – Just back from the Ed Slott Conference, Chris Boyd shares his in-depth commentary on how the Secure Act changed rules for distributing assets from an inherited IRA. Chris is joined by co-host Jeff Perry as they explore the sometimes confusing and technical rules of the three distinct categories of IRA beneficiaries. Chris outlines the basic rules as he points out that there are exceptions to be aware of. Jeff highlights the need for financial advisors to collaborate with client’s income tax preparers and estate planning to not only avoid unnecessary taxes and penalties, but to have all the pieces work together as part of a comprehensive financial plan. For more information or to reach TEAM AMR, click the following link: https://www.wealthenhancement.com/s/advisor-teams/amr

  continue reading

1001 episodes

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