Retirement Answer Man
Roger Whitney, CFP®, CIMA®, RMA, CPWA®
Podcast
Episodes
Latest Episodes
In this episode, Roger Whitney walks listeners through the complexities of inherited IRAs, highlighting the impact of the SECURE Act of 2019 and clarifying the distinctions between eligible and non-eligible designated beneficiaries. He explains how these classifications affect withdrawals and tax planning, making the rules easy to understand. Roger also answers … Play episode
Retirement Answer Man RSS Feed
