#financialplanning #inheritance #estateplanning

So you've inherited money, an IRA, an estate. That's great! But do you know the implications of this inheritance? Chances are, if you're inheriting an IRA, you'll be subject to a 10-year rule. In this video, Scott breaks down who's subject to this rule, and how to plan for it regarding tax implications, distribution strategies, and other key factors that you may have to consider.

If you've inherited an IRA, drop us a comment and let us know what type of planning worked best for you!

0:00 - Register for Classes!
0:21 - Inherited IRA's
0:46 - Who's Subject To The 10 Year Rule?
2:45 - Figure Out Your Plan

🥳 New Year - new classes!
Attend our FREE LIVE Zoom classes!
📅 Each month a different topic will be discussed.

January - Understanding Annuities
February - Tax Efficiency in Retirement
March - Using ROTH!! Properly
April - Today's World of Safe Investing
May - Producing Income in Retirement
June - Paying for Long Term Retirement
July - Financial Planning for Volatile Markets
August - How Investing Changes in Retirement
September - Essential Estate Planning
October - Finding Unbiased Financial Advice
November - Understanding Required Minimum Distributions
December - Positioning Yourself to Thrive in Retirement

✨Classes are on FIRST THURDAY of every month at 10 am PST via ZOOM
the SECOND THURSDAY of every month at Scottsdale Mustang Library
the THIRD WEDNESDAY of every month at 4 pm PST via ZOOM
and the LAST MONDAY of every month via ZOOM for our live Q & A session.

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www.yourinvestmentcounselor.com

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www.fpfeaz.org/classes

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📧 Email Us: [email protected]
❔ Questions? Call Us At: (800) 345-3155