Beneficiary IRAs: Smart Withdrawal Strategies
On this feel-good edition of the Trust the Plan Podcast, Nick Hopwood, CFP®, and Jim Pilat, CFP®, of Peak Wealth started with some positive market news. The S&P 500 is up double digits year to date, which has happened about 30 times since 1950 and is usually a good sign for the rest of the year. They encouraged listeners to focus on data like this rather than emotions, especially with distractions such as potential government shutdowns.
The main topic of the episode was beneficiary IRAs and the strategy they recommend when taking withdrawals. They also discussed the investment risks involved and how proper planning can help manage them effectively.
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