Final Guidelines from IRS on Secure Act 2.0 Inherited IRA Rules

Since the Secure Act 2.0, inherited IRAs must be emptied within 10 years of the death of the original owner. The problem was that the IRS was not specific about how the money needed to come out during this time. Today, Evan shares the final rules about withdrawing money from inherited IRAs and how the schedule of withdrawals is largely determined by whether or not the previous owner was taking RMDs before they passed. Later in the show, Evan brings up two great examples where investors have been interested in getting too creative with bonds in their portfolio and they have put themselves at unnecessary risk because of it.    For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call (http://paulwinkler.com/call) .