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In this episode, Mike and Adam sit down to talk about inherited IRA’s. Receiving large piles of cash from distant relatives is not all it’s cracked up to be. There are a number of rules that have to be followed and plenty of taxes that need to be paid. The guys also dig into how these rules changed with the SECURE Act a few years ago.
The BIF Bites podcast covers topics that are important to those seeking CFP® certification and really anyone that wants to better understand the financial services industry in general.
Adam Scherer, CFP®, MS is the Co-Director of Curriculum at the Boston Institute of Finance (BIF) and has over decade's worth of experience in the financial services industry.
Mike Long, CFP®, ChFC®, CLU® is the Co-Director of Curriculum for the Boston Institute of Finance (BIF). He has made his career in financial services and financial services education over the past 38 years.