Скачать с ютуб The 10-Year Rule: Protect Your Inherited IRA From Excise Taxes в хорошем качестве

The 10-Year Rule: Protect Your Inherited IRA From Excise Taxes

Get the financial planning help you need for your inherited IRA: https://www.allgenfinancial.com/servi... The IRS has a clause in its code that allows it to take up to 50% of an inherited IRA. Beneficiaries of the IRA may be required to take RMDs that the original owner of the retirement account had been taking. Because inherited IRAs have tax implications, make sure to talk to your financial advisor about your options to minimize the effects on your taxes. The 10-year rule may also apply: this means that the beneficiary has to liquidate the funds in an inherited IRA account before 10 years after the death of the original account holder or the IRA may take up to 50% of the IRS in an excise tax. Adult children and non-spouse beneficiaries are subject to the 10-year rule while a surviving spouse, people who are less than ten years younger than the original account holder, disabled persons, or chronically ill individuals may not be subject to the 10-year rule. For minor children, the 10-year rule is triggered as soon as they turn 18. If you have any questions, call us at 407-210-3888 - we're here to serve. ------------------------- Subscribe to the AllGen Financial channel! -    / allgenfinancial   For more information, visit http://allgenfinancial.com Connect with us on: Facebook:   / allgenfinancial   Twitter:   / allgenfinancial   LinkedIn:   / allgenfinancial   Instagram:   / allgenfinancial   AllGen Financial 100 W Lucerne Cir #200 Orlando, FL 32801 (407) 210-3888