Episode 114 

Inherited IRA Rules: What You Need To Know 

Inherited IRAs can be a great way to continue to build wealth. Tune in to learn the IRS distribution rules in order to minimize taxes on your distributions and take advantage of tax deferred growth. 

Notes: 

In this episode, Luis talks about the following and more: 

  • Required Minimum Distributions 
  • Spouse vs Non-Spouse IRS rules 
  • IRAs with Multiple Beneficiaries 
  • The benefits of disclaiming all or part of the inherited assets 

Resources: