Surviving Spouse Inherited IRA Options

*Comments have been disabled as of 06/06/2025. The SEC mandates that Youtube Comments be automatically archived (like emails) which we don't have a solution for at this time. If you have further questions or wish to set up an engagement, please don't hesitate to reach out on the website. Thanks! This video describes the options that Spouses have when inheriting a retirement account from their deceased spouse. 00:00 - Intro 00:35 - Beneficiary Types Overview 02:40 - Before RBD Options 06:33 - After RBD Options 08:07 - Calls to Action 08:33 - Pre-2020 Rules IRS Website Explainer - https://www.irs.gov/retirement-plans/... Journal of Accountancy - https://www.journalofaccountancy.com/... #financialplanning #wealthmanagement #financialservices #taxes #retirement #retirementplanning #washingtonstate #washington #pnw #stocks #edmonds #seattle #cfp #tax #financialplanner #tax