Inherited IRAs and Smart Tax Planning for Retirement
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Inherited IRAs and Smart Tax Planning for Retirement
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In this episode of the Safe Haven Solutions Podcast, Larry Kallevig, Founder and CEO of Haven Financial Group, is joined by CPA Lance Larsen to break down inherited IRAs and the 10-year rule. They discuss how retirement accounts have evolved, why inherited IRAs can create unexpected tax challenges, and the importance of planning distributions strategically to avoid higher tax brackets and penalties. The conversation also highlights required minimum distributions, charitable giving strategies, and why keeping beneficiaries up to date is a critical part of an effective retirement and estate plan.
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