episode

# 25 Inherited IRAs - What You Need To Know To Avoid Losing It All

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Smart Planning 101
Episode #25 Inherited IRAs - What You Need To Know To Avoid Losing It All
41:07
 

In this week's episode:

The Supreme Court’s recent decision in Clark v. Rameker means that every person needs to understand their options for protecting this important asset!

If you own an IRA, 401k, 403b, tax-deferred annuity, or other qualified assets, understanding a recent Supreme Court decision (Clark v. Rameker) is essential if you wish this asset to be protected from creditors or bankruptcy.

The point: INHERITED IRAs are not protected!  Yet, with some SMART PLANNING, they can be.  You just need to understand how and why to do it.

Every person that has this type of asset, every financial professional (including financial planners and CPAs), and every estate planning attorney needs to hear and understand this.

About the show

Planning isn’t just about getting your will done or going to see your financial planner once a year. SMART planning involves an educated process that incorporates the latest in legal, financial, and healthcare strategies to work toward the most desirable result – the quality of life, throughout your entire life.

The biggest problem, too often, is that “traditional” notions of what is right to do in both legal and financial estate planning don’t always work in today’s world.

I created SmartPlanning101 to help all of us learn how to be better planners for the future – and stay in control. To learn how and when we need to challenge the “status quo” and “conventional wisdom.” To be in a nutshell- “smart planners.”

Learn More About the Show - Click Here

Click Here to Learn More About Nicole Wipp