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What's Going On With The Rules For Inherited Retirement Accounts?

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Manage episode 374285806 series 2315381
Content provided by Joel Garris and Joel Garris of Nelson Financial Planning. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Joel Garris and Joel Garris of Nelson Financial Planning or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
On this podcast Joel is joined by Kristin Kalley CFF, CPA & CFP to talk about the latest delay by the IRS on instituting clear guidance on the 10-year distribution requirement of inherited retirement accounts. Plus, the latest option for qualified charitable distribution which involves charitable gift annuities. These topics and more on this week's radio show/podcast.
originally aired 8/13/23
  continue reading

297 episodes

Artwork
iconShare
 
Manage episode 374285806 series 2315381
Content provided by Joel Garris and Joel Garris of Nelson Financial Planning. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Joel Garris and Joel Garris of Nelson Financial Planning or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
On this podcast Joel is joined by Kristin Kalley CFF, CPA & CFP to talk about the latest delay by the IRS on instituting clear guidance on the 10-year distribution requirement of inherited retirement accounts. Plus, the latest option for qualified charitable distribution which involves charitable gift annuities. These topics and more on this week's radio show/podcast.
originally aired 8/13/23
  continue reading

297 episodes

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