Inherited IRA Strategy

Jill on Money with Jill Schlesinger

Audacy

Investing, Self-improvement, Education, Business

4.6 • 1.9K Ratings

🗓️ 15 August 2023

⏱️ 14 minutes

🔗️ Recording | iTunes | RSS

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Summary

I recently inherited a traditional IRA and I have ten years to drain it. What should I do with the distributions, invest in a brokerage account or use a Roth IRA?

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Transcript

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0:00.0	This August, Amazon is delivering live rugby straight to your home with the
0:09.3	Summonation series. This Saturday, Ireland take on England, kicking off at 5.30 p.m.
0:20.2	We are here trying to help you make better financial decisions. The way that we
0:43.5	encourage you to do that is to get in touch with us. All you need to do is go to
0:48.3	our website JillOnMoney.com and click the contact us button. All you need to do is let us know
0:56.3	if you would be willing to come on the air by checking a little box and marked us everything
1:00.6	else because he's so good. While you're on the website, don't forget to sign up for the
1:04.6	free weekly newsletter and don't forget, when you're on the website you can also check out
1:09.7	other free stuff like our blog, our resources section, all right there. If you've got a few
1:15.7	bucks to spend, I encourage you to think about two different opportunities. One is our new
1:21.5	service called JillOnMoneyLive. This is where you have access to quarterly live webinars on
1:27.1	all different kinds of topics. Our next live webinar is on Wednesday, September 13th. It's
1:34.8	with Nate Burleson. We do these in the evening, so 7 o'clock Eastern time. Nate is going to join us
1:41.3	because he is going to talk about the upcoming NFL season. I work with Nate on CBS Mornings. He's
1:46.9	one of the co-anchors and his other job. He's got like five jobs markets. Amazing. He's the studio
1:53.0	analyst for the CBS show NFL today and he was also a professional football player. We're going to
2:00.0	talk about the upcoming NFL season and we're going to talk about some of the business of professional
2:04.9	sports. I just saw that ESPN entered a deal with a betting forum. This is going to be very
2:11.4	interesting. A couple of billion dollars. Maybe saves ESPN for a while. We're going to also talk
2:17.4	about Nate with Nate and his very deep desire to try to help people make better financial choices
2:24.9	themselves in the wider world. He really does love personal finance. If you'd like to join us,
2:29.7	all you need to do is join Jill on Money Live and that will cost you 35 bucks for the next year.
	...

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