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New IRS Guidance on Inherited IRAs
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Manage episode 431893806 series 2280163
Content provided by Westwood One Podcasts and Cumulus Providence. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Westwood One Podcasts and Cumulus Providence 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.
The IRS recently provided clarification on inherited IRA distribution rules in response to confusion around the changes introduced in the SECURE Act 2.0. Donna and Nathan explain how this new information impacts inherited IRA holders, and the tax consequences for failing to follow the rules. Also on MoneyTalk, lessons on behavioral finance and Stock Trivia: Two Truths and a Lie.
Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®; Air Date: 7/30/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk-radio to join the conversation!
…
continue reading
Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®; Air Date: 7/30/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk-radio to join the conversation!
See omnystudio.com/listener for privacy information.
33 episodes
MP3•Episode home
Manage episode 431893806 series 2280163
Content provided by Westwood One Podcasts and Cumulus Providence. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Westwood One Podcasts and Cumulus Providence 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.
The IRS recently provided clarification on inherited IRA distribution rules in response to confusion around the changes introduced in the SECURE Act 2.0. Donna and Nathan explain how this new information impacts inherited IRA holders, and the tax consequences for failing to follow the rules. Also on MoneyTalk, lessons on behavioral finance and Stock Trivia: Two Truths and a Lie.
Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®; Air Date: 7/30/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk-radio to join the conversation!
…
continue reading
Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®; Air Date: 7/30/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk-radio to join the conversation!
See omnystudio.com/listener for privacy information.
33 episodes
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