Inheriting an IRA: Guidance with Mark Stratis, CFP®

Inheriting an IRA from someone other than a spouse comes with its complexities. Join Mark Stratis, CFP®, Senior Financial Planner, in our insightful FOX8 interview as he demystifies non-spousal inherited IRAs.
🌟 Key Explorations:
• Understanding Confusion: Mark addresses why there's widespread confusion surrounding non-spousal inherited IRAs.
• Distribution Rules Impact: Clarity on how the required distribution rules affect beneficiaries.
• Actionable Steps: What steps you should consider taking as a beneficiary.
🔍 Why It Matters:
Inheriting an IRA can be a complicated process, with important rules and implications for financial planning. This interview is crucial for:
Beneficiaries of non-spousal IRAs seeking clear, actionable guidance.
Anyone who might inherit or leave an IRA to a non-spouse.
👉 Navigate Your Inheritance with Confidence - Watch Now!
Originally aired October 3, 2023.
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