The IRS Is a Silent Partner in Your IRA Whether You Invited Them or Not #retirementplanning

If you have IRA money you want to leave to your kids, there is an automatic silent partner already in that account whether you planned for it or not. In this clip, Dan DeVerna, CFF explains why IRA assets passed down to beneficiaries come with a tax obligation and how strategies like Roth conversions and thoughtful income planning can help you keep more control over where that money ultimately goes. To make sure your IRA is part of your plan and not the IRS's plan, visit www.DeVernaCo.com/contact

Added 14 Apr 2026