Federal Employees Retirement & Benefits Podcast by CD Financial
The objective of this podcast is to educate and enlighten you about your federal benefits and to guide you in creating a well-formed retirement income plan.
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Federal Employees Retirement & Benefits Podcast by CD Financial
I Inherited an IRA, Now What? Tax and Financial Planning
You don’t need to work longer, you just need a better plan.
Schedule a consultation with this link to tailor a plan that suits your unique financial goals:
https://calendly.com/charlesdzama/dzamatalk-complimentary-15-min-phone-call
"Financial security is ensuring you have a clear plan to handle life's transitions, including inherited IRAs and their tax implications."
Chapters
0:00 - What Is an Inherited IRA?
0:40 - The 10-Year Rule for Non-Spousal Inherited IRAs - Real-Life Example: Remodeling with IRA Funds
3:15 - Tax Implications of Withdrawals - State Tax Considerations: Examples from AZ, TX, CA
4:47 - Spousal Inheritance Options Explained - Younger Spouse Advantage: Birth Schedule Strategy
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Advisory services are offered through CD Financial LLC dba CD Financial, an Investment Advisor in the State of California. Insurance products and services are offered through CD Financial & Insurance Services LLC, an affiliated company.
Opinions expressed herein are solely those of CD Financial and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation.