Matthew Schulman

Nov 13, 2024 | financialsymmetry.com | Chad Smith |Grayson Blazek |Matthew Schulman |Allison Berger

An inherited IRA is essentially an IRA received by a beneficiary after the original owner passes away. Whether it’s a spouse, child, or another loved one, the key characteristic of an inherited IRA is that it transitions ownership upon death. As Grayson Blazek explains, the funds are transferred intact, but the way you handle and withdraw these funds comes with specific rules and timelines. Grayson and Matthew dig into the new rules in this episode.