Does the 10-Year Rule Restart After Death of Beneficiary

2 years ago
12

What if you inherit an already inherited IRA during the 10-year rule? Does a new 10-year rule start or continue from when the initial beneficiary inherited the IRA? It is confusing, but this complex estate planning issue will start to become more common.

Have a question you want to be answered on the show? Call or text 574-222-2000 or leave a comment!

Want to speak with a Certified Financial Planner™? Visit https://www.korhorn.com/ or call 574-247-5898.

Find more information about the Wise Money Show™ at https://www.korhorn.com/wise-money-show.

Be sure to stay up to date by following us!
Facebook - https://www.facebook.com/WiseMoneyShow
Instagram - https://www.instagram.com/thewisemoneyshow/
Twitter - https://twitter.com/WiseMoneyShow

Want more Wise Money™?
Read our blog! https://www.korhorn.com/wise-money-blog
Listen on Podcast: https://link.chtbl.com/WiseMoney
Subscribe on YouTube: http://www.youtube.com/c/WiseMoneyShow

Mike Bernard, CFP® offers advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. This information is for general financial education and is not intended to provide specific investment advice or recommendations. All investing and investment strategies involve risk, including the potential loss of principal. Asset allocation & diversification do not ensure a profit or prevent a loss in a declining market. Past performance is not a guarantee of future results.

Loading comments...