Tax Savings for Beneficiaries, Roth Qualifications, and Inherited IRA RMDs – Q&A #1927

July 20, 2019

Tax Savings for Beneficiaries, Roth Qualifications, and Inherited IRA RMDs – Q&A #1927

Join Jim and Chris for another week of Q&As as they answer questions regarding qualifying to move money into a Roth, strategies to create tax savings for beneficiaries, and the rules for Inherited IRA RMDs (Required Minimum Distributions).

6:58 A retired Georgia listener wants a second opinion on whether he can move money from his 401k to a Roth IRA

22:35 A California listener wonders whether the guys’ advice about using life insurance to create tax savings for IRA beneficiaries also applies to Roth IRAs.

33:26 An Arizona listener needs to whether they need to take an RMD from a recently Inherited IRA, as well as how future RMDs will be calculated.

Podcast: Play in new window | Download (Duration: 46:24 — 21.2MB)

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