Thursday Nov 17, 2022

Clarification About Inherited IRAs

There has finally been some clarification from the IRS about the SECURE Act rule regarding inherited IRAs from 2020 and beyond. We’ve had some questions from clients about this, so it’s great to finally have some answers.

It’s important for you as an owner of an IRA, 401k, etc. to know how this works and understand it. It’s also important for your heirs to understand this important topic and know what tax bracket they might be in.


On today’s show, here’s some of what you’ll learn:

  • What happened with the SECURE Act’s stretch IRA? (4:16)
  • How did the government create confusion? (7:03)
  • What happened to the minimum distribution age? (11:27)

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