Inherited IRA Distributions: Pre SECURE ACT

Inherited IRA rules are messy and complex. But if your loved one passed away BEFORE 1/1/2020 and the SECURE Act, this video will help explain your next steps. Each detail, from RMDs to taxation, is important and has unique planning opportunities.

CHAPTERS :
1:26 What is the SECURE Act?
2:36 What type of account is it?
3:29 What can you do with the money?
5:29 When do you have to take RMDs?
8:26 What are the tax implications of a full distribution?
9:23 What if there are multiple beneficiaries?
10:55 What are the opportunities for strategy?

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