6 Critical Questions to Ask When You Inherit an IRA, Ep #197

So, you inherited an IRA–now what?

That’s what we’re here to answer on this episode of Financial Symmetry. In this episode, you’ll learn the three types of beneficiaries and the six questions you need to ask yourself when you inherit an IRA. 

The rules surrounding inherited IRAs are more complicated than you think, so If you have already inherited one or see yourself inheriting one in the future, make sure to save and listen to this episode. 

Outline of This Episode

• [0:48] Inherited IRAs relate to summer concerts
• [5:30] Questions to ask yourself about the inherited IRA
• [13:59] Non-eligible designated beneficiaries
• [19:40] Surviving spouses have special designations
• [22:20] A quick summary

Resources & People Mentioned

• Episode 196 - Are You Making These IRA Beneficiary Mistakes?

Connect With Chad and Mike

• https://www.financialsymmetry.com/podcast-archive/ 
• Connect on Twitter @csmithraleigh @TeamFSINC
• Follow Financial Symmetry on Facebook

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