Episode 42

How To Inherit An IRA

00:00:00
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00:30:55

January 12th, 2022

30 mins 55 secs

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About this Episode

The Drink: The Grandfather
The Topic: Inheriting Retirement Accounts

At some point in your life you may inherit a retirement account or two. Or seven. And if losing a loved one isn’t hard enough, you will be presented with some difficult decisions when it comes to settling these types of accounts properly. On this week’s episode, Jason and Caleb explain the rules, and tell you how you can best handle distributions from inherited accounts.