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Inherited IRA Tax Strategy

5/26/23: 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?

PodcastsMark TalercioMay 26, 2023Jill Schlesinger, Jill on Money, Eye on Money, MoneyWatch, retire, retirement, retirement planning, retirement checkup, Roth IRA, early retirement, can I quit?, can I quit my job?, can we retire?, can I retire?
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Little Things That Can Change Your Life Part One

PodcastsMark TalercioMay 27, 2023Jill Schlesinger, Jill on Money, MoneyWatch, Eye on Money, retire, retirement, retirement planning, retirement checkup, Roth IRA, early retirement, can I quit?, can I quit my job?, can we retire?, can I retire?, McRaven, Admiral McRaven, Make Your Bed
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Social Security at 67 vs. 70

PodcastsMark TalercioMay 25, 2023Jill Schlesinger, Jill on Money, MoneyWatch, Eye on Money, retire, retirement, retirement planning, retirement checkup, Roth IRA, early retirement, can I quit?, can I quit my job?, can we retire?, can I retire?

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All opinions expressed by Jill Schlesinger on this website and on the “Jill On Money” radio show are solely Jill Schlesinger’s opinions and do not reflect the opinions of CBS News, its parent and affiliated companies or radio station affiliates. You should not treat any opinion expressed on this website or on the radio show as a specific inducement to make a particular investment or follow a particular strategy, but only as an expression of an opinion. Jill Schlesinger, CBS News, its parent and affiliated companies and radio station affiliates make no warranty as to the completeness or accuracy of any opinion expressed on this website or on the radio show, and any opinion expressed on this website or on the radio show should not be relied upon as complete or accurate. Before acting on any information on this website or on the radio show, you should consider whether it is suitable for your particular circumstances and seek advice from your own financial or investment adviser

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