Your SECURE Act Retirement Questions Answered - 256

Your Money, Your Wealth

Realestate, Income, Investing, Personalfinance, 401k, Rothconversion, Retirement, Education, Taxes, Socialsecurity, Personalfinances, Finance, Retirementplanning, Investments, Stocks, Business, Roth, Fiduciary, Ira

2.3 • 681 Ratings

🗓️ 14 January 2020

⏱️ 36 minutes

🔗️ Recording | iTunes | RSS

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Summary

Joe and Big Al tackle your SECURE Act retirement planning questions: how minors can distribute inherited IRAs, whether a trust should be your IRA beneficiary, and what effect the new law has on required minimum distributions, or RMDs, and qualified charitable distributions, or QCDs. Plus, the fellas get schooled by YMYW listeners on their Thrift Savings Plan miss in episode 254. Ask money questions, read the transcript & access free financial resources: http://bit.ly/YMYW-256

Transcript

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0:00.0	No surprise with new retirement laws come all new questions.
0:03.8	Today on Your Money, Your Wealth, Joe and Big Al tackle your Secure Act questions.
0:08.5	How minors can distribute inherited IRAs?
0:11.5	Whether a trust should be your IRA beneficiary?
0:14.3	And what effect the new law has on required minimum distributions or RMDs
0:19.0	and qualified charitable distributions or QCDs.
0:22.5	Plus, the fellas get schooled by YMIW listeners on their big thrift savings plan
0:27.7	miss in episode 254.
0:30.4	I'm producer Andy Last and here now are the hosts of Your Money, Your Wealth, Joe Anderson,
0:35.1	CFP and Big Al Clopine CPA.
0:38.2	You know how many people have actually, like, used the tool to ask us questions on our website?
0:43.9	I'm going to say, in the entire history, maybe three.
0:46.6	All right, we got four.
0:48.4	We got, what, Dale from Santa Rosa.
0:51.8	He, what, he...
0:53.2	His was TSP.
0:54.2	Greg is actually the one who has the Secure Act question.
0:57.8	He's on page three.
0:58.9	Got it.
0:59.7	Well, how many pages we got today?
1:01.0	We're starting.
1:01.6	We got 13.
	...

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