Most people rely on their IRAs to fund some or all of their retirement. However, the research shows that the vast majority of individuals will die leaving a great percentage of their IRA behind.

This week, Victor discusses what happens to that IRA and how to put the best planning in place to avoid the trouble and taxes that can come when leaving an IRA from one generation to the next.

Make It Last with Victor Medina is hosted by Victor J. Medina, an estate planning and elder law attorney and Certified Financial Planner™. Through his law firm and independent registered investment advisory company, Victor provides 360º Wealth Protection Strategies for individuals in or nearing retirement.

For more information, visit Medina Law Group or Private Client Capital Group.

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3 comments on “Make It Last – Ep 21 – What Happens To Your IRA When You Die?

  1. Doug Knapman Sep 6, 2017

    Mr Medina,
    In case you were not aware, your RSS feed setup for the podcast and the iTunes listing do not allow a new user to get a complete listing of the podcast? When I looked to catch-up on the podcast using the RSS feed in Overcast, I could only go back to episode 14.

    Thank you for sharing your knowledge.

    All the best,
    Doug

    • vjmedina Sep 6, 2017

      Thanks for the heads up. I’m going to contact the IT department to try and correct that now. I’ll post here if I find the issue and I’m able to correct.

      Unfortunately, I AM the IT department…

      Thanks for listening and for your interest.

      Victor

    • vjmedina Sep 6, 2017

      I’ve updated some settings to now list 300 episodes (even though we’ve only published 21 or so), so that should help. Let me know if it doesn’t fix itself on the next couple of re-freshes.

      Warmly,

      Victor

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