Change In Inherited IRA Rules

Consider This Program with Joe Clark, CFP and Angi Kinser. In this segment, we will cover: Your legacy plan is one of the many things in life that you cannot simply check off your list and forget about. The tax code has changed and I promise you that it will continue to change. We have people that come in all the time with estate documents created with old rules in mind, things that would simply wreck retirements and create havoc for heirs. You must understand why you need annual tax planning and how things like income variability, death, divorce, and job loss can change the whole picture. There are many tax strategies to consider for every situation. You need to make sure you are working with someone who understands what tax planning really means.

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Disclaimer: Do not construe anything written in this post or this blog in its entirety as a recommendation, research, or an offer to buy or sell any securities. Everything in this post is meant for educational and entertainment purposes only. I or my affiliates may hold positions in securities mentioned in the blog. Please see our Disclosure page for the full disclaimer.

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