Ask Suze & KT Anything: Inherited IRAs
Suze Orman's Women & Money (And Everyone Smart Enough To Listen)
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Inherited IRAs and Contingent Beneficiaries
They discuss a listener question about inherited IRAs and the complications that can arise with verbal instructions. They explain the difference between primary beneficiaries and contingent beneficiaries, and provide examples to illustrate how the distribution of inherited IRAs works. They emphasize the importance of immediately setting up an inherited account for yourself and following the necessary rules.
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