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Bristlecone Blog

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“I’ve Inherited an IRA. Now What?”

If you’re a named beneficiary of an IRA account whose owner recently passed away, you may feel overwhelmed and unsure how to proceed. Inherited IRA assets are subject to myriad IRS and federal regulations, several of which were revised under the recently-passed SECURE Act, creating even more confusion. As a beneficiary, understanding your options, obligations, and potential tax consequences is critical to maximizing the value of your inheritance.

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The SECURE Act Has Passed. What Does it Mean for Your Retirement?

This sweeping bill offers several adjustments to our current laws surrounding saving and preparing for retirement. The SECURE Act is poised to: provide more part-time workers with the opportunity to participate in an employer-sponsored 401(k) plan, adjust the age caps on traditional IRAs and increase access to tax-advantaged retirement savings accounts. Below we’re outlining the most prominent changes of this new act and how they may affect your own retirement.

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Finding Your Money

Our financial lives can be complicated. Between monthly bills, medical costs, bank accounts, credit and debit cards, investment accounts, and taxes, for better or worse each of us accumulates hundreds of financial relationships over the course of our lives.

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What Do Millennials Know?

A spate of recent think-pieces, news segments, and even a forthcoming documentary film have popularized an internet subculture called the “FIRE” movement (which stands for “Financial Independence, Retire Early”). In a nutshell, FIRE is about achieving financial independence earlier in life via extreme frugality and accelerated retirement savings. Its adherents (typically Millennials) report saving as much as 50-70% of their gross income each year, in a bid to accelerate the point at which their investment portfolio can support their modest annual income needs, freeing them from traditional work obligations.

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