What's Going On With The Rules For Inherited Retirement Accounts?
Aug 14, 2023 ·
39m 44s
On this podcast Joel is joined by Kristin Kalley CFF, CPA & CFP to talk about the latest delay by the IRS on instituting clear guidance on the 10-year distribution...
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On this podcast Joel is joined by Kristin Kalley CFF, CPA & CFP to talk about the latest delay by the IRS on instituting clear guidance on the 10-year distribution requirement of inherited retirement accounts. Plus, the latest option for qualified charitable distribution which involves charitable gift annuities. These topics and more on this week's radio show/podcast.
originally aired 8/13/23
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originally aired 8/13/23
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| Author | Joel Garris |
| Website | - |
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