Inherited IRA Rules: What You MUST Know Under SECURE Act 2.0 скачать в хорошем качестве

Inherited IRA Rules: What You MUST Know Under SECURE Act 2.0

Inheriting an IRA? New rules under SECURE Act 2.0 mean you only have 10 years to empty the account — and every withdrawal is taxable. In this video, we walk through exactly what steps to take so you don’t accidentally give too much of your inheritance to the IRS. You’ll learn: ✔ How the 10-year withdrawal window works under SECURE Act 2.0 ✔ Why analyzing your own tax bracket is step #1 ✔ How to avoid accidentally triggering higher taxes ✔ What to do if the original account owner was already taking RMDs ✔ Why lump-sum withdrawals can be costly ✔ How retirement contributions or tax-deferred planning can reduce the tax hit ✔ How to invest inherited assets based on your risk tolerance ✔ When to involve a tax professional or advisor The goal: protect more of what your parents intended for you to receive. 👇 Leave questions or topics you want covered next. #InheritedIRA #SecureAct #RetirementPlanning #TaxPlanning #HoffmanWealthManagement Connect with Will Hoffman: http://www.hoffmanwealth.com (724) 522-5411 [email protected] LinkedIn: Will Hoffman:   / willhoffmanhwm   Facebook: Hoffman Wealth Management:   / hoffman-wealth-management-101186562746291   YouTube: Hoffman Wealth Management:    / @hoffmanwealthmanagement