Suze Orman's Women & Money (And Everyone Smart Enough To Listen)

Ask KT & Suze Anything: Master Class on Pre-Tax Inherited Retirement Accounts - Part II

Sep 5, 2024
Guest
Suze
Suze Orman, a renowned expert in personal finance and retirement planning, tackles listener questions about inherited pre-tax retirement accounts in this informative session. She clarifies the concept of eligible beneficiaries, particularly for children, and discusses the nuances of required minimum distributions. Suze emphasizes the importance of understanding disability qualifications for beneficiaries. Additionally, she navigates the complexities of rolling over a deceased spouse's IRA and highlights key changes brought by the SECURE Act, ensuring listeners are well-prepared for financial decisions.
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Episode notes
1
Intro
00:00 • 2min
2
Understanding Eligible Beneficiaries and Inherited IRAs
02:29 • 4min
3
Understanding RMDs for Inherited IRAs
06:41 • 11min
4
Navigating Inherited Retirement Accounts
17:24 • 2min
5
Understanding Qualifiers for Disability and Chronic Illness
19:51 • 2min
6
Navigating Inherited Retirement Accounts
21:27 • 6min