Beneficiary IRA 101
Released Friday, 28th October 2022
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Beneficiary IRA 101
Beneficiary IRA 101
Friday, 28th October 2022
Good episode? Give it some love!
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You've inherited an IRA, now what?
Over the past couple of years, the rules regarding beneficiary IRAs have evolved coming out of the SECURE Act. The distribution rules can be quite confusing in cumbersome for you.
In this episode, Monterey Wealth explain the recent updates to the Beneficiary IRA distribution rules and provide some potential items for you to discuss with your tax advisor.
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