Inherited IRA Rules (Ep. 56)

The Truth About Taxes and Retirement

J. Barry Watts द्वारा प्रदान की गई सामग्री. एपिसोड, ग्राफिक्स और पॉडकास्ट विवरण सहित सभी पॉडकास्ट सामग्री J. Barry Watts या उनके पॉडकास्ट प्लेटफ़ॉर्म पार्टनर द्वारा सीधे अपलोड और प्रदान की जाती है। यदि आपको लगता है कि कोई आपकी अनुमति के बिना आपके कॉपीराइट किए गए कार्य का उपयोग कर रहा है, तो आप यहां बताई गई प्रक्रिया का पालन कर सकते हैं https://hi.player.fm/legal।

1y ago 31:49

MP3•एपिसोड होम

After accumulating wealth for years, you want it to be inherited by the right beneficiaries when the time comes. (Instead of your ex-spouse from 10 years ago!) If you are the one inheriting the IRA, you want to minimize the tax liability on your inheritance. In this episode, J. Barry Watts explains the most tax-efficient way to handle inherited IRAs and setting up your IRA for optimal distribution to your loved ones. Barry discusses: The importance of updating your beneficiary designation forms (and maintaining a copy) Who should — and shouldn’t — be named as a beneficiary on your IRA How to set up primary, contingent, and tertiary beneficiaries to avoid probate Key tax implications and distribution requirements for an inherited IRA And more Resources: New IRA & 401K Rules for 2023 (Ep. 55) Connect With Barry Watts: Schedule an Introductory Call PriorityCare@WealthCareCorp.com 800-278-1755 WealthCareCORP.com LinkedIn: J Barry Watts LinkedIn: WealthCareCorporation Twitter:@jbarrywatts

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