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