Surviving Spouse Inherited IRA Options
Автор: Chris Dime, CFP® - Dime & Associates
Загружено: 2024-03-08
Просмотров: 5121
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This video describes the options that Spouses have when inheriting a retirement account from their deceased spouse.
00:00 - Intro
00:35 - Beneficiary Types Overview
02:40 - Before RBD Options
06:33 - After RBD Options
08:07 - Calls to Action
08:33 - Pre-2020 Rules
IRS Website Explainer - https://www.irs.gov/retirement-plans/...
Journal of Accountancy - https://www.journalofaccountancy.com/...
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