Inherited An IRA from a Relative? What's the Tax?
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Inherited An IRA from a Relative? What's the Tax?
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What happens when you inherit an IRA—and what could it cost you if you make the wrong move?
On this episode of Finishing Well, Certified Financial Planner Hans Scheil and Robby Dilmore explain the often-overlooked tax rules surrounding inherited IRAs and why the decisions you make today can have a lasting financial impact. From the SECURE Act's 10-year distribution rule to the special exceptions for spouses and other eligible beneficiaries, Hans breaks down complex IRS regulations into practical, easy-to-understand guidance.
You'll also learn why beneficiary designations are one of the most important parts of your retirement plan, how poor planning can create unnecessary taxes for your loved ones, and why seeking wise counsel before making decisions can protect the inheritance you've worked so hard to leave.
Whether you've recently inherited an IRA or you're planning your own legacy, this episode offers valuable biblical insight and practical financial wisdom to help you become a faithful steward of God's blessings.
Visit cardinalguide.com to access free retirement resources, browse our complete library of episodes, and connect with the Finishing Well ministry. Together, we're helping people honor God by finishing well.