Ep 7: Rules and Decision-Making for Inherited Spousal IRAs
The second of a two-part series in which Jeff explores the complex world of inherited IRAs. This episode focuses on inherited IRA rules and decision-making for those who inherit an IRA and/or Roth IRA from a spouse.
While the rules for non-spousal inherited IRAs are strict guidelines to follow, the rules for spousal inherited IRAs offer more flexibility, which requires decision-making. In this episode, Jeff explores the pros and cons of inherited IRA options, as well as the timeline and considerations.
