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Inherited IRA Tax Strategy
Manage episode 364374789 series 2137786
What is the best way to avoid a major tax hit with an IRA that I recently inherited? Can I transfer the money into my brokerage account or a 529 plan with no tax consequence?
Have a money question? Email us here
Subscribe to Jill on Money LIVE
YouTube: @jillonmoney
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Twitter: @jillonmoney
"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
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2038 episodes
Manage episode 364374789 series 2137786
What is the best way to avoid a major tax hit with an IRA that I recently inherited? Can I transfer the money into my brokerage account or a 529 plan with no tax consequence?
Have a money question? Email us here
Subscribe to Jill on Money LIVE
YouTube: @jillonmoney
Instagram: @jillonmoney
Twitter: @jillonmoney
"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy
Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
2038 episodes
All episodes
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