00:00 - Intro
02:39 - The key rules that govern required minimum distributions for inherited IRAs.
06:52 - The pre 2020 rules for inherited IRAs
11:10 - The rules for non-spouses pre-2020
15:23 - The Secure Act and the post 2020 rules for inherited IRAs
18:32 - The rules for non-spouses post 2020
20:12 - Financial planning opportunities with inherited IRAs
ABOUT THE PODCAST
Learning how to be a financial planner is one thing. Doing it is another. Follow along with new financial planners Jack Forehand (@practicalquant) and Justin Carbonneau (@jjcarbonneau) as experienced veteran Matt Zeigler (@cultishcreative) helps them navigate the complex world of financial planning and learn about the most important topics that impact all of our financial futures. From investments to retirement to college planning to estate planning to insurance and beyond, we will cover the major financial planning issues that impact all of our lives and will provide a framework to help investors tackle them. We hope you will join us on our learning journey.
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https://www.validea.com/the-education-of-a-financial-planner-podcast
FIND OUT MORE ABOUT SUNPOINTE INVESTMENTS
https://sunpointeinvestments.com/
FIND OUT MORE ABOUT VALIDEA CAPITAL
https://www.valideacapital.com
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LinkedIn: https://www.linkedin.com/in/matt-zeigler-a58a0a60/
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