NEW Rules For Inherited IRAs: 7 Steps To Follow

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Free Inherited IRA Flowchart:

IRS Life Expectancy Tables:

In our recent video on SECURE ACT 2.0 Changes coming in 2025, we had several comments asking about the inherited IRA topics.

The rules around these accounts are ever-changing and extremely complex.

In this video, Jake breaks down 7 steps to follow to clear up what you CAN do and what you MUST do with an inherited IRA post-SECURE 2.0.

As always, consult with your tax advisor or financial planner before acting on any information in this video.

#inheritedIRA #secureact #retirementplanning #RMD

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🕰️TIMELINE🕰️

0:00 Intro
0:33 Assumptions
0:59 Step 1
1:20 Step 2 (Beneficiaries)
2:23 Step 3 (10yr Rule)
3:25 Step 4 (RBD)
5:15 Step 5 (RMDs)
6:45 Step 6 (Transfer Options)
8:16 Step 7 (Designate Beneficiaries)
8:37 Recap

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⚠️DISCLAIMERS⚠️

*This content is educational and not tax, legal, or investment advice*

Investing risks include loss of principal and fluctuating value. There is no guarantee an investment strategy will be successful.

Past performance is no guarantee of future results.

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Spark Wealth Advisors is a registered investment advisor in the state of Florida. We are fee-only, independent, and fiduciaries at all times. We are a gay-owned financial planning and investment management firm located in Jacksonville, FL serving clients nationwide. Not all of our clients identify as LGBTQ+ but they are allies, a non-negotiable for working with us. We look forward to meeting you soon!