Craig Wear, CFP®Craig Wear, CFP® | Expert in Roth Conversions & Tax-Efficient Retirement Strategies for IRA Millionaires

Inherited IRA Exceptions, Rules, and Strategies

11 Jul 2024 · 0 min

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0:11

Short clip from a YouTube video (Craig Wear, CFP®) explaining that when a spouse inherits an IRA, the surviving spouse can roll it over into their own IRA and is not subject to required minimum distributions; the funds are treated as the spouse’s own retirement savings. The clip focuses on spousal rollover rules and their effect on RMDs.

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