Episode
Inherited IRA... Use These 7 Strategies Before You Withdraw
- Podcast
- Joe Knows Retirement
- Published
- Mar 14, 2026
- Duration seconds
- 1071
- Processing state
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Summary
If you recently inherited an IRA or expect to receive one in the future, there are some major tax mistakes you need to avoid. Many retirees assume they can treat an inherited IRA just like their own retirement account. Unfortunately, the rules are very different, and making the wrong move could cost you thousands in unnecessary taxes. In today's episode of Joe Knows Retirement, Joe walks through 7 key strategies to help you handle an inherited IRA the right way, especially if you're part of the group we often work with: retirees who have pensions and $1M or more saved. If you're a diligent saver, a pension holder, or what we call a Midwestern Millionaire, these planning decisions can make a huge difference in your retirement strategy. 🎥 Subscribe to our YouTube channel: https://bit.ly/430T9Lv 📚Get a FREE copy of Joe's book "2% Club": https://keap.page/bsd964/2-percent-toolkit-podcast.html 🟥 Read our latest article featured in Kiplinger: https://www.kiplinger.com/retirement/tax-planning-strategies-if-you-have-a-million-dollars 📞 Schedule a call with our team: https://peakretirementplanning.com/schedule-a-meeting/