Inherited IRA Distributions: Pre SECURE ACT скачать в хорошем качестве

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? Read about the SECURE Act here : https://financialdesignstudio.com/ret... 💥 DOWNLOAD our free retirement planning guide: https://financialdesignstudio.com/two... 🚀 WORK WITH US: https://financialdesignstudio.com/get... 👋 ABOUT US: We are a team of financial advisors based Chicago. We specialize in helping professionals plan their retirement through investment management, tax efficiency, and executive compensation. ⚠️ DISCLAIMER: All written content on this site is for information purposes only. Opinions expressed herein are solely those of FDS, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.