What happens when your retirement plan overlooks the tax traps of inherited IRAs? In this episode of Freedom to Retire, Jim Cipriotti breaks down the often-misunderstood rules around required minimum distributions and Roth conversions. He shares practical insights on how your financial decisions today can impact your beneficiaries tomorrow. From navigating tax strategies to understanding the value of professional guidance, Jim encourages listeners to take proactive steps toward a more secure retirement, without making promises, just offering clarity.
Tune in every Saturday at 9:00 AM and Sunday at 5:00 PM ET on WPHT. Powered by Retire Ready Financial Group.
For more information and to schedule a complimentary consultation with Jim Cipriotti, visit www.RetireReadyFG.com.
See omnystudio.com/listener for privacy information.