Inherited IRAs - What should I do with this?
Chris Dime, CFP® - Dime & Associates
0:00 / 0:00
Inherited IRAs - What should I do with this?
38 914 просмотров · 2 г. назад
Chris Dime, CFP® - Dime & Associates
3,9 тыс. подписчиков
38 914 просмотров · 2 г. назад
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In this video we breakdown some of the things you should and shouldn't do with your Inherited IRA.
00:00 - Intro
01:12 - Ed Slott Plug
01:42 - Don't Contribute
02:40 - Don't Roth Convert
03:09 - Can Move Custodians
03:30 - Don't Indirectly Rollover/Transfer Custodians
04:20 - Don't use Illiquid Securities
06:10 - Can do Qualified Charitable Distributions
07:45 - Can Liquidate without 10% Penalty
09:02 - Calls to Action
@EdSlottandCompanyIRA Article -https://www.irahelp.com/slottreport/r...
Schwab Article - https://www.schwab.com/ira/inherited-...
EDB - • RMDs for EDBs (Eligible Designated Benefic...
NEDB - • RMDs for NEDBs (Non-Eligible Designated Be...
NDB - • RMDs for NDBs (Non-Designated Beneficiarie...
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