Best of Talking Money: The Confusing World of IRAs

Talking Money

Nội dung được cung cấp bởi Mike Miller. Tất cả nội dung podcast bao gồm các tập, đồ họa và mô tả podcast đều được Mike Miller hoặc đối tác nền tảng podcast của họ tải lên và cung cấp trực tiếp. Nếu bạn cho rằng ai đó đang sử dụng tác phẩm có bản quyền của bạn mà không có sự cho phép của bạn, bạn có thể làm theo quy trình được nêu ở đây https://vi.player.fm/legal.

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Highlights from show aired August 21, 2021

Mike unpacks some of the confusing world of IRAs. A listener recently asked a question about transferring an IRA from a deceased family member to multiple family members.

What are some of the tax considerations and implications for transferring an IRA?
What is a step up in basis? Does an IRA get a step up in basis?
Is there a required minimum distribution? When does this apply?
How important is it to know your tax bracket and taxable income?
How quickly do you need to start the process of transferring an inherited IRA?
Should you transfer it all to stocks? How soon will you need the money? Does that factor into the decisions you make?
How did the SECURE Act change IRA rules?
Can you give an inherited IRA to a charity? How?
What if I am in a qualified retirement plan?
Is it a good idea to set up a trust for minor recipients?

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#Business #Trading #Mike Miller #Entrepreneur #Talking Money