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

Understanding the IRS' Role in IRA Distribution

21 Mar 2024 · 0 min

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0:15

This YouTube video (recorded March 21, 2024) features Craig Wear, CFP® explaining how the IRS can affect IRA distributions to heirs. In this transcript excerpt he warns that when there are two heirs of a primary IRA, the IRS can effectively act like an additional equal heir—reducing amounts heirs receive—particularly for larger IRAs.

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