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Inherited IRA Tax Strategy

Jill on Money with Jill Schlesinger
Jill on Money with Jill Schlesinger
Episode • May 26, 2023 • 14m

What is the best way to avoid a major tax hit with an IRA that I recently inherited? Can I transfer the money into my brokerage account or a 529 plan with no tax consequence?

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Jill on Money with Jill Schlesinger • Inherited IRA Tax Strategy • Listen on Fountain