S8, Episode 18 - What You Need to Know About Inherited IRAs and Inherited Roth IRAs

What happens to a deceased person's IRA? What can you do with inherited IRAs? Can you roll over the money into your own existing IRA? Will taxes eat up the money? Inherited IRAs and inheriting Roth IRAs can be confusing to navigate.

This episode should help you understand some of the most important things that you need to know about these special accounts.

In this episode, Dave talks about…

• My clients' experience in inheriting Roth IRAs
• Specific rules and regulation of Inherited IRAs
• Few things to keep in mind if you inherit an IRA.
• Why should you avoid mix and match?

Resources Mentioned in this Podcast:

Contact Dave for a free 30mins strategy session: ‪(612) 284-2409

Also, on Itunes --- https://podcasts.apple.com/us/podcast/the-freedom-formula-for-physicians-how-doctors-cut/id966058807

 

For all the show notes, and more, check out the podcast website at www.doctorfreedompodcast.com

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