Stretching the Inherited IRA 10-Year Rule

Podcast: The Wise Money Show™ · Korhorn Financial Group

Opublikowano: 2026-05-30

The inherited IRA 10-year rule has changed the way many families pass wealth from one generation to the next, creating new tax planning challenges and opportunities. In this episode of the Wise Money Show, we explore a creative beneficiary strategy that could give heirs more flexibility when managing inherited retirement accounts. We also discuss the pros and cons of naming children instead of a spouse as IRA beneficiaries, along with key considerations for Roth conversions, retirement tax planning, and multi-generational wealth strategies. Season 11, Episode 41 Download our FREE 5-Factor Retirement guide: https://wisemoneyguides.com/ ...