Episode 42
How To Inherit An IRA
January 12th, 2022
30 mins 55 secs
Your Hosts
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.