Todd Schanel, CFA, CPA, CFP® and Douglas Marcello, CFP®, ChFC®

Understanding the New Inherited IRA Distribution Requirements

Earlier this year, the IRS provided long-awaited guidance related to the SECURE Act of 2019 on the treatment of retirement accounts inherited after December 31, 2019. The rules are complex, and we strongly encourage anyone who has inherited an IRA to work with their financial advisor or tax professional to understand their options. This article…

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