The Secure Act’s 10-Year Rule for IRA Heirs
The Secure Act’s 10-Year Rule for IRA Heirs The Setting Every Community Up for Retirement Enhancement (Secure) Act fundamentally changed the rules governing distributions from inherited retirement accounts. Inheriting an IRA or 401(k) under the new administration could create several adverse tax consequences for the beneficiary—and it’s never too early to take actions designed to ensure the […]
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