RMDs, QCDs & Inherited IRAs Explained
How to Keep More of Your Money
Required Minimum Distributions (RMDs) are unavoidable—
but overpaying in taxes doesn’t have to be.
In this expert-led video, Ed Slott and team break down how to minimize taxes, navigate inherited IRA rules, and use charitable strategies to keep more of your retirement savings. If you own an IRA, inherited one, or are planning charitable gifts, this session is a must.
What You’ll Learn
- The biggest RMD mistakes retirees make—and how to avoid them
- How SECURE and SECURE 2.0 changed inherited IRA rules
- Whether you qualify for an exemption to the 10-year rule
- How to reduce taxes with Qualified Charitable Distributions (QCDs)
- Why sticking to the minimum RMD could cost you more in the long run
This Video is Perfect For
Retirees over age 70, or anyone approaching RMD age
People who have inherited an IRA—or will
Individuals who want to make tax-smart charitable gifts
Those looking to avoid penalties and unnecessary taxes
On-Demand Video Course | ~14 Minutes | Instant Access
Led by Ian Berger, JD, with insights from Ed Slott, CPA, and the Ed Slott and Company team of IRA Experts.
Each session is short, focused, and actionable — designed to save you thousands without wasting a minute of your time.
LIMITED TIME OFFER
This session is part of Ed Slott and Company’s Complete Retirement Tax-Saving Toolkit —
2 hours of retirement tax-saving strategies valued at $588. Get all 4 courses today for just $297.
— or —
Prefer just this session? Add it to your cart for $147.