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Episode 86: Michelle from The Glen in Glenview asks: “What’s the biggest mistake people make with inherited IRAs after the SECURE Act?”
Published 2 months, 3 weeks ago
Description
Get on our phone calendar at https://TuckerRetirement.com The SECURE Act changed the rules for inherited IRAs, and many beneficiaries still do not understand the potential tax consequences. Scott Tucker explains the 10-year rule, common beneficiary mistakes, and strategies families may consider to reduce taxes and preserve more wealth for future generations. Watch this podcast on YouTube at https://TuckerYouTube.com