Edu #1922: Missed RMD

June 12, 2019

Edu #1922: Missed RMD

Jim and Chris first discuss possible changes coming to IRA rules, including Required Minimum Distributions (RMDs), before discussing current RMD rules, penalties for a missed RMD, and how to ‘fix’ a miss. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y19E22.mp3 Podcast: Play in new window | Download (Duration: 52:33...

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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.  ...

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Edu: Spousal Inherited IRAs

December 5, 2018

While the rules are very complicated for all Inherited IRAs, they are even more complicated for Spousal Inherited IRAs. This is because they get special treatment, so have special rules. Jim and Chris explore in detail the difference between non-spousal and spousal Inherited IRAs this week....

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Q & A: Inherited 401k and IRA Rules

September 15, 2018

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. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-09-15-2018-Podcast.mp3 Podcast: Play in new window | Download...

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