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Podcast: The Confident Retirement
Episode: Inherited & Stretch IRA Basics
Description: The information I am providing is my opinion and not necessarily that of my firm or this platform. I am only providing general educational information and not any customized investment recommendations. You should consult with your Financial Advisor, Tax Advisor or Attorney on your specific situation. Nothing shall be construed as Financial, Tax or legal advice or recommendations.The Secure Act has brought significant changes to the landscape of inherited IRAs, most notably with the implementation of a 10-year rule for non-spouse beneficiaries. This rule requires that the entire balance of an inherited IRA b...