245. You’ve Inherited an IRA — Now What?
Inheriting an IRA can feel overwhelming—emotionally and financially. With new rules requiring many beneficiaries to withdraw funds within 10 years, the decisions you make today could have long-term tax and retirement implications. In this episode, we walk through how to invest an inherited IRA, how withdrawal strategies impact your plan, and how to align this money with your personal goals. If you’ve recently inherited money—or expect to—this is a must-listen. Ready to take your next step in retirement planning? Schedule a RetireReady Call at https://bit.ly/3TX6rsq--Loren MerkleCFP®, RICP®…
The skinny
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