Inherited an IRA? Don't Waste the 10-Year Window
Ryan Cravitz, CFP®, RICP®
0:00 / 0:00
Inherited an IRA? Don't Waste the 10-Year Window
325 просмотров · 1 мес. назад
Ryan Cravitz, CFP®, RICP®
4 тыс. подписчиков
325 просмотров · 1 мес. назад
Work with me: https://cravitzfinancial.com/get-star...
0:00 The inherited IRA 10-year rule
0:46 A $400,000 inherited IRA example
1:38 The RMD rules Sam has to follow
2:47 Option 1
3:40 Option 2
5:17 Option 3
6:00 How ACA subsidies affect withdrawals
6:50 Can he convert the inherited IRA to a Roth?
7:40 How to use the 10-year window strategically
CONTACT ☎️
Website: https://CravitzFinancial.com/
Phone: 714-462-9155
Email: Ryan@CravitzFinancial.com