May 23, 2025
IRA Beneficiaries: Who Inherits What and When? – Just back from
the Ed Slott
Conference, Chris Boyd shares his in-depth commentary on how the
Secure Act changed
rules for distributing assets from an inherited IRA. Chris is
joined by co-host Jeff Perry
as they explore the sometimes confusing and technical rules of the
three distinct
categories of IRA beneficiaries. Chris outlines the basic rules as
he points out that there
are exceptions to be aware of. Jeff highlights the need for
financial advisors to
collaborate with client’s income tax preparers and estate planning
to not only avoid
unnecessary taxes and penalties, but to have all the pieces work
together as part of a
comprehensive financial plan.
For more information or to reach TEAM AMR, click the following
link:
https://www.wealthenhancement.com/s/advisor-teams/amr