Inherited IRAs and Avoiding Penalties on Required Minimum Distributions

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Understand Inherited IRA rules! We discuss required minimum distributions (RMDs) and 10-year withdrawal rules. As a CFP professional, we help navigate potential inheritance stumbling blocks. #InheritedIRA #RMD #RetirementPlanning #FinancialPlanning #TaxPenalties #IRA #CFP #FinancialAdvisor #EstatePlanning #Investment #Fiduciary #FeeOnly #SanLuisObispo #AquilaWealth
  1. Eric Maldonado, CFP®, MBA | Aquila Wealth Advisors
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It's so confusing. I get different answers from different advisors. One said RMDs are necessary, another said not necessary bc the person i inherited from passed in 2019, before the new RMD law took place. It's a beneficiary IRA.

northernflicker