The Barry Investment Advisors Podcast

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Barry Investment Advisors focuses on developing a partnership with you and your trusted advisors. Through collaboration, we customize planning and investment strategies that fit your life and help build a meaningful legacy. Our team has the honor and privilege of providing personalized financial planning to over 200 families, many of whom are the children or grandchildren of clients that date back to the early years of the firm.

Visit www.barryinvestmentadvisors.com to learn more about our investment strategy and what makes the Barry experience so unique.

Heirs Finally Get an Answer from IRS About Money in Inherited Retirement Accounts

Jul 31, 2024

On this episode of the Barry Broadcast, Kate Alves, Beth Parker and Whitney Holland sit down to discuss the IRS’s new rules regarding inherited IRAs. Originally, in 2019 a new retirement law stated the funds had to be withdrawn within 10 years. The IRS has now clarified when the funds must be distributed depending...