Patti Brennan: How to Avoid Costly Mistakes With Inherited IRAs - podcast episode cover

Patti Brennan: How to Avoid Costly Mistakes With Inherited IRAs

Jan 28, 202525 min
--:--
--:--
Download Metacast podcast app
Listen to this episode in Metacast mobile app
Don't just listen to podcasts. Learn from them with transcripts, summaries, and chapters for every episode. Skim, search, and bookmark insights. Learn more

Episode description

The CEO of Key Financial discusses changes in IRS regulations and how nonspouse beneficiaries with inherited IRAs can steer clear of penalties. Host: Greg Bartalos.  Learn more about your ad choices. Visit megaphone.fm/adchoices
For the best experience, listen in Metacast app for iOS or Android