Learn the Secrets of Inherited IRAs: What are Smart Strategies?

Got an inherited IRA, or think you might someday? On this episode of Five Minute Finance, Matt Robison and Certified Financial Planner Mike Morton give you the no-nonsense playbook. You’ll learn the nuances of the 10-year rule, how to build a simple distribution plan, and strategies for maximizing your inheritance. Don’t pay more in taxes than is absolutely necessary. Make a plan. 

Find out more about Mike at https://www.mortonfinancialadvice.com and connect at https://www.linkedin.com/in/mwsmorton/