The second of a two-part series in which Jeff explores the complex world of inherited IRAs. This episode focuses on inherited IRA rules and decision-making for those who inherit an IRA and/or Roth IRA from a spouse.

While the rules for non-spousal inherited IRAs are strict guidelines to follow, the rules for spousal inherited IRAs offer more flexibility, which requires decision-making. In this episode, Jeff explores the pros and cons of inherited IRA options, as well as the timeline and considerations.

If you have any questions, please reach out to jeff at jeff@hilltopplaning, or through his website at hilltopplanning.com

Disclaimer: The information provided in this podcast is for informational and educational purposes only and is n ...