🚨$250k+ household income and $500k+ assets...? You’re ready for a personalized plan! Book your FREE retirement readiness call 👉 https://www.concurrentfp.com/ Want confidence that your retirement plan ACTUALLY works? Get it inside my Financial Harmony™ membership ($115/month) 👉 https://www.concurrentfp.com/financial-harmony-membership/ Take the Gen X Retirement Readiness Quiz...📊 https://concurrentfp.typeform.com/genx-scorecard - Most Retirees Are SHOCKED When They Learn This Social Securit...
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🚨$250k+ household income and $500k+ assets...? You’re ready for a personalized plan! Book your FREE retirement readiness call 👉 https://www.concurrentfp.com/ Want confidence that your retirement plan ACTUALLY works? Get it inside my Financial Harmony™ membership ($115/month) 👉 https://www.concurrentfp.com/financial-harmony-membership/ Take the Gen X Retirement Readiness Quiz...📊 https://concurrentfp.typeform.com/genx-scorecard - Most Retirees Are SHOCKED When They Learn This Social Securit...
Inherited IRAs Explained: What Heirs Need to Know to Avoid Costly Mistakes
The Financial Harmony™ Podcast
4 minutes
5 months ago
Inherited IRAs Explained: What Heirs Need to Know to Avoid Costly Mistakes
In this episode, Dr. Preston Cherry breaks down the often confusing world of inherited IRAs. He explains how taxes, rules, and recent law changes (like the SECURE Act) can impact your inheritance. Whether you're a spouse or a non-spouse heir, knowing the rules is key to avoiding costly mistakes. With smart planning, an inherited IRA can help grow your wealth and honor your loved one’s legacy. Takeaways: • Know the tax rules • Don’t miss RMDs • SECURE Act changes • Spouses have options • Plan...
The Financial Harmony™ Podcast
🚨$250k+ household income and $500k+ assets...? You’re ready for a personalized plan! Book your FREE retirement readiness call 👉 https://www.concurrentfp.com/ Want confidence that your retirement plan ACTUALLY works? Get it inside my Financial Harmony™ membership ($115/month) 👉 https://www.concurrentfp.com/financial-harmony-membership/ Take the Gen X Retirement Readiness Quiz...📊 https://concurrentfp.typeform.com/genx-scorecard - Most Retirees Are SHOCKED When They Learn This Social Securit...
