Inherited IRAs: Use Them Wisely - What Spouses Need to Know

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"Financial security is not precisely about inheritance; it’s about using what you receive to build a brighter future."

Chapters
0:01 - Introduction to Inherited IRAs
0:45 - Difference Between Inheritance and Beneficiary Accounts
2:15 - Key Rules for Spousal Inherited IRAs
4:20 - When Should You Roll Over to Your Own IRA?
7:00 - 10-Year Rule: Managing Withdrawal Deadlines
10:30 - Tax Planning with Inherited IRAs
12:50 - Using Inherited Funds for Roth Conversions
15:00 - Strategies to Minimize Taxes on Withdrawals
18:00 - Non-Spousal Beneficiaries and the 10-Year Deadline
20:40 - Closing Tips: Ensuring Your Inherited Funds Work for You

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