Stitcher for Podcasts

Get the App Open App
Bummer! You're not a
Stitcher Premium subscriber yet.
Learn More
Start Free Trial
$4.99/Month after free trial
HELP

Show Info

Episode Info

Episode Info:

Are you aware of all of the changes that the SECURE Act brought about? How does that potentially change your financial plan right now? We’ll answer those questions and more on today’s episode.  

 

Read more and get additional financial resources here: https://coveryourassetskc.com/episode-81-how-the-secure-act-changed-inherited-iras/ 

 

Today's show schedule: 

0:32 - The SECURE Act was supposed to be the big financial news.

2:45 - What happens when you inherit an IRA?

3:40 - The first category of beneficiary is the surviving spouse.

4:21 - Who is included in the category of eligible designated beneficiary?

7:16 - Who has to take out the money within ten years or less?

9:47 - What’s the biggest unintended consequence?

12:38 - When should you talk to your advisor?

Read more »

Discover more stories like this.

Like Stitcher On Facebook

EMBED

Episode Options

Listen Whenever

Similar Episodes

Related Episodes