Social Security, Child-In-Care Benefits, Roth IRAs, Buffered Products, and Inherited IRAs: Q&A #2430

The Retirement and IRA Show

Inhalt bereitgestellt von Jim Saulnier, CFP® & Chris Stein, CFP®, Jim Saulnier, and Chris Stein. Alle Podcast-Inhalte, einschließlich Episoden, Grafiken und Podcast-Beschreibungen, werden direkt von Jim Saulnier, CFP® & Chris Stein, CFP®, Jim Saulnier, and Chris Stein oder seinem Podcast-Plattformpartner hochgeladen und bereitgestellt. Wenn Sie glauben, dass jemand Ihr urheberrechtlich geschütztes Werk ohne Ihre Erlaubnis nutzt, können Sie dem hier beschriebenen Verfahren folgen https://de.player.fm/legal.

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vor 9 Tagen42:14

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Episode Description: Jessica B. Harris may have been born and raised in New York City, but she has Tennessee roots through her father and has spent much of her life split between homes in the Northeast and the South – specifically New Orleans. For more than fifty years, she has been a college professor, a writer, and a lecturer, and her many books have earned her a reputation as an authority on food of the African Diaspora, as well as a lifetime achievement award from the James Beard Foundation. A few years back, Netflix adapted her book, High on the Hog: A Culinary Journey from Africa to America , into a 4 part docuseries. And I’m very proud to say that she’s a longtime contributor to Southern Living with a regular column called The Welcome Table. This episode was recorded in the Southern Living Birmingham studios, and Sid and Jessica talked about her mother’s signature mac and cheese, the cast-iron skillet she’d be sure to save if ever her house were on fire, and her dear friend, the late New Orleans chef Leah Chase. For more info visit: southernliving.com/biscuitsandjam Biscuits & Jam is produced by : Sid Evans - Editor-in-Chief, Southern Living Krissy Tiglias - GM, Southern Living Lottie Leymarie - Executive Producer Michael Onufrak - Audio Engineer/Producer Jeremiah McVay - Producer Learn more about your ad choices. Visit podcastchoices.com/adchoices…

vor etwa einem Jahr 1:28:44

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Jim and Chris discuss listeners questions relating to Social Security, Roth IRAs, buffered products, and inherited IRAs.

(13:45) A listener looks for clarification on claiming a “child-in-care” Social Security benefit.

(25:00) A listener asks what happens to a spouse’s child-in-care benefit if the person passes away.

(28:30) A listener wonders about any repercussions for not reporting their children’s original Roth IRA contributions years ago.

(52:00) A listener asks if there are any buffered products offering terms longer than one year.

(1:07:15) A listener looks for clarification on how inherited IRAs are officially titled.

The post Social Security, Child-In-Care Benefits, Roth IRAs, Buffered Products, and Inherited IRAs: Q&A #2430 appeared first on The Retirement and IRA Show.

415 Episoden

#Trading #Business #Social Security #Chris Stein #Jim Saulnier #Retirement #Lifestyle #Jim Saulnier, CFP® & Chris Stein, CFP®

Social Security, Child-In-Care Benefits, Roth IRAs, Buffered Products, and Inherited IRAs: Q&A #2430

The Retirement and IRA Show

135 subscribers

published vor etwa einem Jahr

MP3•Episode-Home

Jim and Chris discuss listeners questions relating to Social Security, Roth IRAs, buffered products, and inherited IRAs.

(13:45) A listener looks for clarification on claiming a “child-in-care” Social Security benefit.

(25:00) A listener asks what happens to a spouse’s child-in-care benefit if the person passes away.

(28:30) A listener wonders about any repercussions for not reporting their children’s original Roth IRA contributions years ago.

(52:00) A listener asks if there are any buffered products offering terms longer than one year.

(1:07:15) A listener looks for clarification on how inherited IRAs are officially titled.

The post Social Security, Child-In-Care Benefits, Roth IRAs, Buffered Products, and Inherited IRAs: Q&A #2430 appeared first on The Retirement and IRA Show.

415 Episoden

#Trading #Business #Social Security #Chris Stein #Jim Saulnier #Retirement #Lifestyle #Jim Saulnier, CFP® & Chris Stein, CFP®

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Annuities in Retirement Planning: EDU #2523 1:09:02

vor 16 hours1:09:02

1:09:02

Chris’s Summary: Jim and I kick off our annual Annuity Awareness Month series by explaining how using annuities in retirement planning can help manage longevity risk and provide guaranteed income. We cover when they’re worth considering, what they actually solve for, and how they might fit into a plan—if at all. We also explain why many people are skeptical of annuities and why, in many cases, that skepticism is justified. Jim’s “Pithy” Summary: Chris and I launch our annual series for National Annuity Awareness Month with a foundational discussion on annuities: what they are, why they exist, and how we use them—sparingly but strategically—in retirement planning. This episode lays out the key insurance roles of annuities: to protect against longevity risk and to provide principal guarantees. We explain the importance of matching secure income to the Minimum Dignity Floor , especially for clients who worry about running out of money or spending too little early in retirement. We also touch on the emotional and cognitive benefits of predictable income streams—what I call “bottomless cup of coffee” money. It helps people feel secure, simplifies decisions as we age, and eases the burden on a less-involved spouse. We explore the history of how annuities got such a bad rap—some of it deserved, especially when the industry prioritized commissions and free dinners over client outcomes. I also share how my own financial education at Boston University drilled anti-annuity rhetoric into my head, even while praising the “three-legged stool” of Social Security, pensions, and savings. It made no sense: the annuity was the obvious substitute for the lost pension leg. If you’re a regular listener, you already know we’re not annuity salespeople, and we certainly don’t hate them either. We see them as tools, and just like dogs, you match the tool to the task. You wouldn’t take a bichon duck hunting, and a Chesapeake Bay retriever doesn’t belong in a carry-on crate. Same principle with annuities. The post Annuities in Retirement Planning: EDU #2523 appeared first on The Retirement and IRA Show .…

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Social Security Filing, Roth 5-Year Rule, HSA Strategy, and Bond Principal: Q&A #2522 1:16:11

vor 5 Tagen1:16:11

1:16:11

Jim and Chris answer listener questions on Social Security filing, a PSA on SSA’s online application process, the Roth 5-Year Rule, HSA strategy, and bond principal risk. (8:00) A listener asks whether Social Security’s claim that delayed retirement credits aren’t applied until the end of the following year is accurate, and whether anyone receives them without persistent follow-up. (29:15) The guys share a listener PSA with their experience applying for Social Security online and highlights the confusing communications around application status and approval timelines. (18:15) George asks how and when to apply for Social Security if they want benefits to begin at age 70 and their birthday falls on the first of the month. (35:45) Jim and Chris respond to a question about whether each Roth conversion has its own 5-year clock, even for someone over age 59½ with existing Roth IRAs. (42:15) Georgette wonders how the Roth 5-Year Rule applies to non-spouse beneficiaries and whether it transfers from the original account holder. (48:00) A listener shares their HSA strategy as a substitute for long-term care insurance, along with personal experience on how cafeteria plan deductions affected Social Security earnings. (56:00) The guys explain whether bondholders risk losing principal at maturity when interest rates rise significantly. The post Social Security Filing, Roth 5-Year Rule, HSA Strategy, and Bond Principal: Q&A #2522 appeared first on The Retirement and IRA Show .…

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Flexible Retirement Spending: EDU #2522 1:12:34

vor 8 Tagen1:12:34

1:12:34

Chris’s Summary: Jim, Jake, and I use this Dialogue EDU episode to explore how we approach flexible retirement spending. We respond to listener emails about DIY simplicity, budgeting for irregular expenses, and how we assign assets to spending needs. The conversation highlights why we prioritize adaptability over rigid withdrawal rules. Jim’s “Pithy” Summary: Chris, Jake, and I use this Dialogue EDU episode to explore what flexible retirement spending really looks like—beyond the spreadsheets and into the real-life tradeoffs people actually face. A few listener emails set the stage, from a DIYer aiming for simplicity to someone tackling unexpected home repairs, and another asking how we assign dollars to various spending needs across tax categories. We take those as a jumping-off point to talk about the importance of structure without rigidity, and why having a plan doesn’t mean you need to over-optimize every detail. I share thoughts on safe withdrawal rates (you can guess where I land!), why the best-laid plans always get tested, and how people get in trouble when they assume retirement is just a math problem. Jake weighs in on building plans that bend instead of break, and Chris brings it all back to how our See Through Portfolio and 2-1-0 Tax Ordering Number provide enough order to make decisions—without painting you into a corner. Along the way, I go on a bit of a tangent about why rules of thumb usually leave people stuck—especially if they’ve been good savers their whole life but have trouble flipping the switch to spending. We get into how why simple doesn’t always mean easy and how people can tie themselves in knots trying to make every move efficient. There’s a reason we keep coming back to flexibility: it’s the only way a plan actually holds up when life starts throwing curveballs! The post Flexible Retirement Spending: EDU #2522 appeared first on The Retirement and IRA Show .…

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Social Security, IRA Basis, and Roth 5-Year Rule: Q&A #2521 1:35:39

vor 12 Tagen1:35:39

1:35:39

Jim and Chris answer listener questions on Social Security timing, the Earnings Test, nondeductible IRA basis, and the Roth 5-Year Rule. (16:15) Georgette asks whether filing retroactively in December, with Social Security payments issued in January, ensures that all income—including the retroactive amount—will be reported on the following year’s tax return. (28:00) A listener working in a State job who is eligible for a Social Security widow benefit asks whether large pre-tax contributions to 403(b) and 457(b) plans would reduce his earnings under the Earnings Test. (42:30) The guys address whether IRA basis can be isolated from gains when converting a nondeductible IRA to a Roth. (1:02:15) Jim and Chris respond to a listener seeking clarification on the 5-Year Rule for Roth IRAs, including how it applies to earnings distributions by original owners and non-spouse beneficiaries. The post Social Security, IRA Basis, and Roth 5-Year Rule: Q&A #2521 appeared first on The Retirement and IRA Show .…

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Spending Confidently in Retirement with Kevin Sebesta: EDU #2521 1:19:40

vor 15 Tagen1:19:40

1:19:40

Chris’s Summary: Jim and I are joined again this week by Kevin Sebesta from the Rock Retirement Club in this EDU episode. We explore what helps retirees start spending confidently— especially when markets are volatile or the saver mindset is hard to shake. Kevin shares how structure, support, and community all play a role, and why building confidence takes more than just having a solid financial plan. Jim’s “ Pithy” Summary: Chris and I bring Kevin Sebesta back this week for round two, and this time we’re talking about what it really takes to start spending confidently in retirement. Kevin’s been retired for over a decade and now coaches others through the emotional messiness of it all— because let’s face it, knowing you “ have enough” and actually feeling comfortable using it are two very different things. We dig into how savers struggle to flip the switch, how things like the Fun Number and Minimum Dignity Floor can give people the permission they need to enjoy their money, and why building in a simple cash reserve might just be the difference between “ Hey, let’s upgrade the cruise cabin” and “ Let’s sit in steerage because the market dipped 8%.” We talk about community, support, peer influence ( yes, even a little friendly shaming), and how watching other retirees live well can sometimes do more than a spreadsheet ever could. Kevin shares some great anecdotes— including what happens when frugality runs too deep— and I get into my usual rants about emotional risk, the real cost of inaction, and why deferring fun until your 80s is a plan only a masochist could love. Retirement planning isn’t just about having a secure strategy— it’s about creating a life worth funding! The post Spending Confidently in Retirement with Kevin Sebesta: EDU #2521 appeared first on The Retirement and IRA Show .…

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Social Security, HSA Strategy, and Cost Basis: Q&A #2520 1:17:13

vor 19 Tagen1:17:13

1:17:13

With Jim away at a conference, Chris is joined by Jake and Jacob to answer listener questions on child- in- care spousal benefits , the Earnings Test , HSA strategy, reconstructing cost basis , and Social Security timing concerns . ( 6: 00) A listener asks whether reaching full retirement age makes him ineligible for child- in- care spousal benefits, and what steps he can take to appeal the denial. ( 21: 30) George questions whether excess earnings prevent payment of family Social Security benefits when the worker’s own benefit is offset ( 34: 00) The guys address how inheritance and medical spending may influence HSA strategy and if it’s possible to overfund an HSA. ( 50: 00) “ Chris and the Jacobs” respond to a couple trying to reconstruct the cost basis of mutual funds purchased in the 1980s without access to their records. ( 1: 02: 15) Georgette wonders if divorce should be considered while deciding when a lower- earning spouse should claim Social Security, as well as whether pre- tax 401( k) contributions reduce reported earnings for benefit calculations. The post Social Security, HSA Strategy, and Cost Basis: Q&A #2520 appeared first on The Retirement and IRA Show .…

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Exploring the Retirement Mindset with Kevin Sebesta: EDU #2520 57:36

vor 22 Tagen57:36

57:36

Chris’s Summary: Jim and I welcome Kevin Sebesta from the Rock Retirement Club in this Dialogue EDU episode to explore the retirement mindset and why preparing for life after work goes beyond just the numbers. Kevin shares lessons from his own journey and the broader retirement community about identity, purpose, and what makes a fulfilling transition. Jim’s “ Pithy” Summary: Chris and I welcome Kevin Sebesta to this Dialogue EDU episode for a conversation that veers off the usual technical path and gets into something trickier— the retirement mindset. Kevin’s a retirement coach and longtime member of the Rock Retirement Club, and he joins us to talk about the emotional challenges of leaving work. Kevin shares lessons from his own early retirement and what he’s learned working with hundreds of other retirees—plus a few gems that made even me and Chris stop and think. We get into why so many savers have a hard time flipping the switch to spending, the tension between saving and spending, and how tools like the Fun Number can help reframe your mindset around using money for more than just security. The post Exploring the Retirement Mindset with Kevin Sebesta: EDU #2520 appeared first on The Retirement and IRA Show .…

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1
Social Security, IRMAA, IRA Beneficiary, and the Roth 5-Year Rule: Q&A #2519 1:34:04

vor 26 Tagen1:34:04

1:34:04

Jim and Chris respond to listener emails on Social Security record accuracy, IRMAA repayment options, naming a Trust as an IRA beneficiary, and the Roth 5-year Rule. (12:00) Georgette shares five important Social Security lessons from her family’s experience, prompting a PSA-style discussion on earnings record errors, divorce and remarriage rules, survivor benefit delays, and claiming strategies. (40:15) A listener offers a PSA about what happens if your IRMAA appeal lowers surcharges, but your income later exceeds expectations. ( 45: 15) Jim and Chris address a question about naming a T rust as IRA beneficiary, discussing both how to complete a beneficiary designation form and how custodians title I nherited IRAs when a T rust is involved. (1:04:30) The guys weigh in on whether a Roth conversion to create a new account two days before the owner’s death must meet the Roth 5-year rule for beneficiaries to access funds tax-free. The post Social Security, IRMAA, IRA Beneficiary, and the Roth 5-Year Rule: Q&A #2519 appeared first on The Retirement and IRA Show .…

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Retirement Plans for Aging: EDU #2519 1:31:34

vor 29 Tagen1:31:34

1:31:34

Chris’s Summary: Jim and I take a step back in this Dialogue EDU episode to explore how we design retirement plans for again. We talk through common misunderstandings around projections, explain how our See Through Portfolio helps people navigate retirement with more confidence, and clarify how simplicity is built into the process. Jim’s “Pithy” Summary: Chris and I use this EDU episode to have a dialogue on some of the feedback we’ve received about our planning approach. A few listener emails spark a broader discussion about how people interpret our process, where confusion creeps in, and how we intentionally design retirement plans for aging—plans that simplify as clients get older rather than becoming more complex. It’s not about right or wrong but how a retirement plan holds up when real-world questions come into play. Along the way, I dig into why every projection is technically wrong (but why that doesn’t mean you shouldn’t do one!), how we use the law of large numbers to find planning value, and why the first few years of retirement are the hardest. I rant a bit about outdated bond assumptions, explain how our forward-looking returns are built, and revisit my old fog and boat analogies (yes, again). We talk about how retirement should get easier over time, how to protect your future self from cognitive decline, and why someday—even for all you hardcore DIYers—it might be worth hiring a firm like ours, as long as they’re not charging AUM fees. I even manage to tie it all together with a story about firewood. You’ve been warned! The post Retirement Plans for Aging: EDU #2519 appeared first on The Retirement and IRA Show .…

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IRA Contributions, Special Needs Trusts, Roth Conversions, and Cost Basis: Q&A #2518 1:30:52

vor 5 weeks1:30:52

1:30:52

Jim and Chris are joined by Jake and Paul to discuss tax-related listener questions on IRA contributions from self-employment income, special needs trusts, year-of-death Roth conversions, Cost Basis, and IRMAA. (9:00) George asks how QBI and self-employed health insurance deductions affect how much he can contribute to a traditional IRA. (20:00) Jim, Chris, Jake, and Paul respond to a question about whether creating multiple special needs trusts can multiply the $5,000 federal tax deduction. (28:00) The guys weigh in on a year-of-death strategy involving large Roth conversions and other planning considerations for a surviving spouse. (49:45) A listener wants to know how Form 8606 helps during retirement and when its tracking of after-tax basis becomes useful. (57:00) George asks what documentation the IRS will accept to establish a 2001 cost basis for inherited land now worth significantly more. (1:07:45) The team evaluates whether Roth conversions make sense for a retiree already in the third IRMAA tier. The post IRA Contributions, Special Needs Trusts, Roth Conversions, and Cost Basis: Q&A #2518 appeared first on The Retirement and IRA Show .…

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Transition Period Strategy Part 3 – A Case Study: EDU #2518 1:27:16

vor 5 weeks1:27:16

1:27:16

Chris’s Summary: Jim and I are joined once again by Jacob for the third and final part of our series on transition period strategy. This time, we focus on the practical side of asset positioning: how near-retirees can begin structuring spending reserves without overreacting to short-term volatility. We use an example case study to explain how to segment early retirement needs into time-based chunks, identify dollars that require principal protection, and distinguish between your Minimum Dignity Floor and Fun Number spending. Jim’s “Pithy” Summary: Chris, Jacob, and I finish up our series on positioning assets during what we call the Venn diagram years or transition period. That’s that murky overlap between accumulation and decumulation, where you’re not retired yet, but you’re gearing up to live off your savings. This week, we dig into a listener’s question—he’s five years out from retirement and feeling nervous about market drops. He doesn’t know when or how to start making changes. So, we build a hypothetical case to show what this might actually look like on paper. I walk through how to start allocating dollars across time without trying to do everything at once (because that’s how people freeze up or make bad calls). Jacob jumps in to explain why we don’t just ladder investments, we build what we call a liquidity timeline—an approach that gives you structure and flexibility. I dig into recency bias, the emotional hang-ups that stop people from spending even when they can—and should. We talk through which dollars need principal protection, which don’t, and why timing matters. And then I get into buffered strategies, laterals, the illusion of statement dollars, and, of course, my ongoing beef with growth-focused asset managers who don’t understand the first thing about distribution planning. The post Transition Period Strategy Part 3 – A Case Study: EDU #2518 appeared first on The Retirement and IRA Show .…

The Retirement and IRA Show

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Social Security Benefits, IRMAA, and QCD Timing: Q&A #2517 1:05:39

vor 6 weeks1:05:39

1:05:39

Jim and Chris discuss listener questions relating to Social Security spousal benefits, IRMAA relief, suspending Social Security for tax planning, and QCD timing with RMDs. (3:00) A listener enquires whether her 85-year-old mother, who recently remarried, must remain on her ex-spouse’s record for one year before switching to spousal benefits on her new husband’s record. (12:15) The guys address what happens if you file form SSA-44 for IRMAA relief but end up in a higher income tier than estimated. (23:30) George asks to revisit a previous question about if suspending Social Security could allow for more Roth conversions and tax savings. (34:30) Jim and Chris respond to a listener who challenges whether QCDs must be taken before RMDs. Show Notes: QCD Timing Article by Lord Abbet The post Social Security Benefits, IRMAA, and QCD Timing: Q&A #2517 appeared first on The Retirement and IRA Show .…

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Transition Period Strategy Part 2 – Positioning and Repositioning: EDU #2517 1:18:00

vor 6 weeks1:18:00

1:18:00

Chris’s Summary: Jim and I are again joined by Jacob as we continue exploring transition period strategy—the years just before retirement when you’re not yet withdrawing but want to prepare. We cover how near-retirees can manage emotional reactions to volatility while positioning assets to support early retirement spending. For those using our Minimum Dignity Floor and Fun Number approach, we walk through how to identify which dollars need protection and where a degree of principal protection fits. Jim’s “Pithy” Summary: Chris, Jacob, and I pick up where we left off last week—diving even deeper into what we call the “Venn diagram” years. That’s the messy overlap between accumulating assets and using them, when you’re still working but close enough to retirement that your portfolio better start shaping up for showtime. This is where a solid transition period strategy can make all the difference. We dig into the emotional side of repositioning, including why I think “locking in a loss” is more of a mental roadblock than a financial catastrophe, and why trying to time your way back to some magical high-water mark is a recipe for regret. I take a bit of a detour into prospect theory, sequence of return risk, and what I jokingly call the 11th Commandment (spoiler: it’s not “thou shalt not sell unless at an all-time high”). Chris breaks down how DIYers can map out future spending in those first critical retirement years, Jacob walks through investment timelines and buffered strategies, and I try not to spill coffee on my laptop mid-rant. Show Notes: As promised here is the photo of the foot space on Jim’s flight. According to our helpful listener, the space shown in the red box between the aisle and middle seats belongs to the middle seat passenger. This is because the middle seat loses space to the window seat due to the fuselage curve, and regains it on the aisle side. The aisle seat has slightly less space overall but can extend into the aisle if needed. The post Transition Period Strategy Part 2 – Positioning and Repositioning: EDU #2517 appeared first on The Retirement and IRA Show .…

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1
Tax Planning, Minus-One Method, Inherited Roth RMDs, and Early Social Security: Q&A #2516 1:37:30

vor 7 weeks1:37:30

1:37:30

Jim and Chris discuss listener questions relating to tax planning at full retirement age, the minus-one method for RMDs, inherited Roth RMDs, and early Social Security. (9:10) A listener jokes about the state trivia and offers a suggestion for Chris’s benefit. (11:10) Another listener shares a PSA about delays in online Social Security applications and recommends visiting a local office. (20:15) Georgette asks whether delaying her husband’s Social Security filing would be beneficial for Roth conversions. (39:30) Jim and Chris address whether the minus-one method for RMDs was paused during the IRS’s waiver period. (59:20) The guys answer if inherited Roth IRAs are ever subject to RMDs other than the 10-year deadline. (1:14:15) George questions whether there are ever good reasons to take Social Security early. Show Notes: the Slott Report The post Tax Planning, Minus-One Method, Inherited Roth RMDs, and Early Social Security: Q&A #2516 appeared first on The Retirement and IRA Show .…

The Retirement and IRA Show

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Transition Period Strategy Part 1 – Asset Positioning: EDU #2516 1:24:55

vor 7 weeks1:24:55

1:24:55

Chris’s Summary: Jim and I are joined by Jake and Jacob to discuss listener emails related to asset positioning for retirement and the transition period leading up to it. We break down how we think about asset allocation across account types, what a liquidity account is and why we use it, and how we handle year-end tax planning. It’s all part of how and why our Secure Retirement Income Process focuses on spending needs, not just portfolio performance. Jim’s “Pithy” Summary: Chris and I are joined this week by Jake and Jacob for the first in what will likely be a multi-part series—because if you’ve listened to us long enough, you know we don’t exactly breeze through these things. This all started with two listener emails that were clearly related: one asked how to position assets across different types of accounts—Roth, IRA, brokerage, and so on—while the other came from someone in what we call the “transition period,” not quite accumulating anymore but not yet distributing either. We figured it was a perfect opportunity to dig in. So, we walk through our approach to asset management, why we don’t believe in being dogmatic with account assignments, and how we use the Fun Number and Minimum Dignity Floor as anchors when planning for retirement spending—and why trying to map out every distribution years in advance is a fool’s errand. Instead, we focus on creating a flexible structure that can adapt as life throws curveballs. I share why I’m a fan of the liquidity account concept, Jake dives into how we handle tactical tax planning each fall, and Jacob brings his Jello-themed wisdom to the world of asset positioning. Chris keeps us on track (mostly), but yes, there’s a brief derailment involving a questionable turn of phrase on my part—and now Jake and Jacob have recorded evidence of me offering them raises. The post Transition Period Strategy Part 1 – Asset Positioning: EDU #2516 appeared first on The Retirement and IRA Show .…

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The Retirement and IRA Show « » Social Security, Child-In-Care Benefits, Roth IRAs, Buffered Products, and Inherited IRAs: Q&A #2430

Social Security, Child-In-Care Benefits, Roth IRAs, Buffered Products, and Inherited IRAs: Q&A #2430

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Social Security, Child-In-Care Benefits, Roth IRAs, Buffered Products, and Inherited IRAs: Q&A #2430