thesecureact

Inheriting an IRA is a situation that comes up with quite a few clients and, most likely, a situation that has or will happen to you. In this episode, Ben and Steven share some key insight into the complexities and must-know aspects of inheriting an IRA. They share the changes in how IRA inheritances work and highlight important ways that you can make it work out much more in your favor.

You can find all show notes for this episode at: https://bit.ly/3OBuR3u

What is the Secure Act and how does it affect your tax advantaged-accounts and your retirement?

Learn more about our guest Wealth Advisor Rex Baxter here: https://www.ameripriseadvisors.com/rex.m.baxter

Subscribe on iTunes here: https://podcasts.apple.com/us/podcast/through-the-pines/id1483401973