
← The Wise Money Show™15 Aug · 43 min
Inheriting a Roth IRA? Avoid the 5-Year Beneficiary Nightmare
Think you have 10 years to empty an inherited IRA? That may not always be the case. In this episode of Wise Money, we break down the lesser-known 5-year rule, how beneficiary designations can change your options, and why regularly reviewing them matters. Plus, we answer listener questions about saving for a first home, Mega Backdoor Roth contributions, and Roth IRA 5-year rules.
Season 11, Episode 52
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