EXPLAINED: Inherited IRA & 401(k) Spousal Rules | Guide to RMDs, Rollovers & Tax Deadlines
19:31
YouTubeErin Talks Money
EXPLAINED: Inherited IRA & 401(k) Spousal Rules | Guide to RMDs, Rollovers & Tax Deadlines
00:00 – Intro 00:58 – Step 1: The Fast Decision Map 01:04 – 1. What type of account is it? 01:35 – 2. When did your spouse die relative to their Required Beginning Date (RBD)? 02:24 – 3. Are you the sole beneficiary spouse? 02:48 – One last filter to keep in mind — your age matters too 03:27 – Step 2: Core Options for Spouses ...
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