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re: Let’s talk! BR area financial advisor-
Posted on 8/13/18 at 8:37 pm to Mr.Perfect
Posted on 8/13/18 at 8:37 pm to Mr.Perfect
quote:
Your age, married/kids? If kids, their rough ages and are they already funded for college if you plan to pay? 529’s? HSA’s? How’s your retirement funding situation? Roth/traditionals and are they funded? Do you need this money in the near term? Risk tolerance? How’s your life insurance situation?.......... if you are willing to share some information I’m sure we can either point you in the right direction or help you do this yourself.
Thanks - my situation is very clean and boring.
My understanding of a inherited IRA is variable withdrawal scenarios w/o a 10% early withdrawal penalty. Essentially I’m late middle age without debt and no cash needs. Kids are adults, educated and I already funded their college. Plenty of life insurance in place. So, my question is essentially is tax me now or tax me later? I guess....willing to listen to advice.
Posted on 8/13/18 at 8:50 pm to AncientTiger
You will be required to take a certain amount out every year based on age and previous 12/31 balance. This will be income taxable but no early withdrawal penalty.
ETA: what exact kind of info are you looking for?
ETA: what exact kind of info are you looking for?
This post was edited on 8/13/18 at 8:51 pm
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