Shows
Financial Symmetry: Balancing Today with RetirementNavigating the Updated Inherited IRA Rules with Grayson Blaszek and Matthew Schulman, Ep #228An inherited IRA is essentially an IRA received by a beneficiary after the original owner passes away. Whether it's a spouse, child, or another loved one, the key characteristic of an inherited IRA is that it transitions ownership upon death. As Grayson Blaszek explains, the funds are transferred intact, but the way you handle and withdraw these funds comes with specific rules and timelines. Grayson and Matthew dig into the new rules in this episode. *********** 📬 Download your Free Retire On Purpose Guide here. 📰 See the full show notes here 🌐 Sign up here to...2024-11-1524 min