

Ask Suze & KT Anything: Inherited IRAs
5 snips Aug 20, 2023
The podcast discusses the complexities of inherited IRAs and the changes in rules for withdrawing money. They explain the difference between primary and contingent beneficiaries and emphasize the importance of following the necessary rules. They also discuss the confusion surrounding required minimum distributions for inherited IRAs and the distribution of an IRA after the death of beneficiaries. Lastly, they explore the implications of properly designating beneficiaries for retirement accounts. A casual conversation about a soccer match concludes the podcast.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Introduction
00:00 • 3min
Inherited IRAs and Contingent Beneficiaries
02:52 • 16min
Inherited IRAs and RMDs
18:23 • 4min
Inherited IRA Distribution and Beneficiaries
22:46 • 2min
Designating Beneficiaries for Retirement Accounts
24:38 • 4min
A Casual Conversation and Advertisements
28:29 • 4min