Inherited IRAs

Inherited IRAs are often something we don’t want to think about, but odds are you or a close family member will be inheriting an IRA in your lifetime. There are currently 10s of trillions of dollars residing in US retirement accounts, and roughly 2/3 of that money belongs to people aged 55 and up. There will be an unprecedented transfer of wealth over the next 30 years, and if you happen to be the recipient of an inherited account, it’s very important that you understand and follow the IRS rules regarding these types of accounts. Attendees will also learn about the Secure Act – new legislation affecting Inherited IRAs.

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