If you inherited an IRA or Roth IRA in 2020 or after, The IRS has just changed the rules! The updated 10-year rule and its impact on beneficiaries. Whether you're inheriting a traditional or Roth IRA, understanding these regulations is key to avoiding penalties and maximizing your inheritance.
What the 10-year rule means for required distributions?
Differences for eligible designated beneficiaries (spouses, minors, and others).
Tax implications you should know about.
Strategies to help you manage and plan for inherited IRA funds.

Here is the rmd table for beneficiary IRA's: https://www.irs.gov/pub/irs-pdf/p590b.pdf

Let me know what you think! Leave your comments and questions here: keith.wilson@lpl.com

Helping you to be wise with your money!
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I want you to be more confident in your future:
whether that be through preparing for retirement,
financial planning, portfolio analysis, or college planning.

I trust the information you receive through these videos
proves helpful with your personal financial situation!

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I am looking forward to seeing you achieve your financial goals!

Is an Annuity Right for You? 🤔

Considering an annuity but unsure if it’s the right fit for your financial goals? In this podcast, we break down the basics of annuities, their benefits, and potential drawbacks. Whether you're planning for retirement, looking for guaranteed income, or just exploring your options, we’ll help you decide if an annuity aligns with your needs.

📌 What You'll Learn:

What is an annuity?
Types of annuities (fixed, variable, indexed).
Pros and cons of annuities.
Who benefits most from annuities?
Key factors to consider before buying one.
🎯 Stay Informed
Annuities can be a great tool for some, but they’re not for everyone. Watch now to see if it’s the right move for your financial plan!

Let me know what you think: keith.wilson@lpl.com

Helping you to be wise with your money!
To see more videos discussing personal finance Subscribe:
https://www.youtube.com/channel/UCbDA...

For more resources: 👉 https://wfa-nc.com/insights

📝 Get your Free Retirement Plan checkup
https://wfa-nc.com/retirement-plan-check-up

To schedule a complimentary consultation with me: 👉https://go.oncehub.com/keithwilson1

I want you to be more confident in your future:
whether that be through preparing for retirement,
financial planning, portfolio analysis, or college planning.

I trust the information you receive through these videos
proves helpful with your personal financial situation!

Website: www.wfa-nc.com
Facebook: https://www.facebook.com/KeithWilsonF...
Linkedin: https://www.linkedin.com/in/keithwils...

I am looking forward to seeing you achieve your financial goals!

Are you ready to take control of your finances and build a brighter financial future? In this podcast, two seasoned financial advisors share expert tips to help you save smarter, spend wisely, and grow your wealth. Whether you're looking to create a budget, invest for the first time, or plan for retirement, these actionable strategies are tailored to set you on the right track.

📌 What You'll Learn:

• Simple budgeting techniques
• How to build an emergency fund
• Investing basics for beginners
• Tips to reduce debt faster
• Long-term strategies for financial freedom

💡 Don't forget to:
✅ Like this video if you found it helpful
✅ Subscribe for more financial tips
✅ Share with friends and family who want to improve their finances

💬 Got questions or tips of your own? Drop them in the comments below!
Helping you to be wise with your money!
To see more videos discussing personal finance Subscribe:
https://www.youtube.com/channel/UCbDA...

For more resources: 👉 https://wfa-nc.com/insights

📝 Get your Free Retirement Plan checkup
https://wfa-nc.com/retirement-plan-ch...

To schedule a complimentary consultation with me: 👉https://go.oncehub.com/keithwilson1

I want you to be more confident in your future:
whether that be through preparing for retirement,
financial planning, portfolio analysis, or college planning.

I trust the information you receive through these videos
proves helpful with your personal financial situation!

Website: www.wfa-nc.com
Facebook: / keithwilsonf. .
Linkedin: / keithwils. .

I am looking forward to seeing you achieve your financial goals!