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Q & A: Inherited 401k and IRA Rules
Inherited accounts can be tricky to understand. In this question and answer show Jim and Chris answer listener questions about properly transferring and titling of an Inherited 401k, taking RMDs from an Inherited IRA, and more.
About the Show
What do you get when you combine a TALENTED CFP® PROFESSIONAL with a well informed COLLEGE FINANCE INSTRUCTOR and a well respected ESTATE & TAX PLANNING ATTORNEY? If you mix in relevant financial information and a healthy dose of humor for two hours on Saturday morning you get the Retirement and IRA Radio Show, an informative, educational and entertaining radio program focused on retirement topics.
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