• Ep 140: Inherited Roth IRA Benefits

  • 2025/03/25
  • 再生時間： 7 分
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Ep 140: Inherited Roth IRA Benefits

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  • In this episode of the Retire with Peace podcast, host Dave Zaegel discusses the complexities of inherited IRAs, focusing on the importance of careful planning, especially regarding Roth IRAs. He emphasizes the need for beneficiaries to take their time and understand the rules surrounding distributions to minimize tax burdens. The episode highlights the advantages of inheriting Roth IRAs, including tax-free withdrawals and no required distributions, making them a beneficial option for both the original account holder and their heirs.
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In this episode of the Retire with Peace podcast, host Dave Zaegel discusses the complexities of inherited IRAs, focusing on the importance of careful planning, especially regarding Roth IRAs. He emphasizes the need for beneficiaries to take their time and understand the rules surrounding distributions to minimize tax burdens. The episode highlights the advantages of inheriting Roth IRAs, including tax-free withdrawals and no required distributions, making them a beneficial option for both the original account holder and their heirs.
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