Edu: Inherited IRA 5 Year Rule

April 17, 2019

Edu: Inherited IRA 5 Year Rule

What is the Inherited IRA 5 Year Rule and how do you help your beneficiaries avoid it?

Jim and Chris have spent some time explaining why they don’t recommend naming a Trust as a beneficiary of an IRA. Now they delve into why they don’t recommend naming your estate as a beneficiary.


Check out the background of firms and investment professionals on FINRA’s BrokerCheck.

Jim Saulnier and Associates | 970-530-0556 | 506 East Mulberry Street, Fort Collins, Colorado 80524

Jim Saulnier, Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC to residents of: CO, IA, IN, MA, NY, TN, TX, WI and WY. No offers may be made to or accepted from any resident outside the specific states mentioned. Jim Saulnier, Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Financial Planning services offered through Jim Saulnier and Associates, LLC., a Registered Investment Advisor. Cambridge and Jim Saulnier & Associates, LLC are not affiliated.