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Money Moves With MFG
Money Moves with MFG
Take control of your financial future and let's make some Money Moves with MFG!
This podcast is designed to simplify the world of investing, retirement planning, and wealth building. Whether you have a solid retirement plan or are just getting started, you’ll find actionable insights to help you make smarter investment decisions.
With a focus on education, experience, and integrity, we break down complex financial concepts into strategies you can use to achieve your goals. Tune in to learn how to retire with less stress, navigate the markets, and make confident financial moves.
Ready to make some money moves? Hit play and let’s get started!
Money Moves With MFG
Inherited IRAs: What Every Heir Should Know
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Inheriting an IRA isn’t just about receiving money — it’s about following the rules that come with it. In this episode, we break down how inherited IRA rules actually work, including the 10-year rule, spousal vs. non-spousal treatment, and the different categories of beneficiaries the IRS recognizes. You’ll learn how to avoid costly mistakes, understand when required minimum distributions (RMDs) apply, and how taxes and penalties can eat away at your inheritance if handled incorrectly. Whether you’ve already inherited an IRA or expect to in the future, this episode will help you protect more of what your loved one worked so hard to build.
👉 Schedule your free smart retirement planning call here and let’s build a strategy tailored to your goals
📅 Check out our upcoming events — including weekly Wealth Wednesday webinars and in-person seminars
