Ep 76: I Bonds & IRA Beneficiaries
Today's two topics don't really have anything to do with one another except for the fact that they are each making up a large portion of the questions Brian is fielding from clients and friends the past couple of weeks. The I Bonds discussion will build upon our initial discussion of the investments from a couple of weeks ago with some workarounds for the $10,000 limit. And then we'll spend some time talking about inherited IRAs, 401(k)s, and more. We'll touch on implications of the changes to required minimum distributions and other important nuances to consider in this segment of the legacy planning world.
