Does the 10-Year Rule Restart After Death of Beneficiary

1 year ago
11

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 Plannerâ„¢? Visit https://www.korhorn.com/ or call 574-247-5898.

Find more information about the Wise Money Showâ„¢ 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 Moneyâ„¢?
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...