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Inherited IRA Distributions: Pre SECURE ACT

Inherited IRA rules are messy and complex. But if your loved one passed away BEFORE 1/1/2020 and the SECURE Act, this video will help explain your next steps. Each detail, from RMDs to taxation, is important and has unique planning opportunities. CHAPTERS : 1:26 What is the SECURE Act? 2:36 What type of account is it? 3:29 What can you do with the money? 5:29 When do you have to take RMDs? 8:26 What are the tax implications of a full distribution? 9:23 What if there are multiple beneficiaries? 10:55 What are the opportunities for strategy? Read about the SECURE Act here : https://financialdesignstudio.com/ret... Read more about the latest Inherited IRA rules : https://financialdesignstudio.com/art... READ ARTICLE HERE : https://financialdesignstudio.com/inh... WEBSITE : https://financialdesignstudio.com/ BLOG : https://financialdesignstudio.com/blog/ PODCAST : https://behindthedesigns.buzzsprout.com FACEBOOK :   / financialdesignstudio   We are Financial Design Studio: Michelle, Steve, Rob, Trevore, Jake, Lisa, Anna. A team of experience, fee only, fiduciary financial advisors in Chicago. Our team specializes in tax efficient financial planning and investment management. With us on your side, you gain the clarity you need to confidently live your life. Part of our job is to teach you about finances and how to make educated choices with your money. If you want to know more about the complex processes of taxes, insurance, planning, retirement, or investments, then subscribe! … because this channel is for you! Disclaimer : All written content on this site is for information purposes only. Opinions expressed herein are solely those of FDS, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.