What to Do When You INHERIT IRA's and 401(k)'s and other Tax Planning Advice
Safe Money Radio with Brad Pistole · Brad Pistole
November 30, 202354m 0s
Audio is streamed directly from the publisher (api.riverside.fm) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.
Show Notes
Brad talks about the slippery slope of the IRS rules when it comes to tax deferred accounts such as IRA's and 401(k)'s, and the additional rules that come along with inheriting them. Brad lays out a ground floor of rules that can end up saving you tens of thousands of dollars in taxes and penalties to the federal government.
To learn more about Brad Pistole and the Ozark Retirement Group, please visit www.ozarksretirement.com