The SECURE Act of 2019 forever changed the rules around inheriting an IRA. The old “stretch IRA” strategy ended for most beneficiaries and new rules regarding required minimum distributions have left many people unprepared for the tax implications. Watch TIAA Wealth Advisor Scott Gershon break down the SECURE Act’s impact on inherited IRA accounts. Discover why strategic planning around how and when you take withdrawals can significantly impact your after-tax inheritance value. https://ter.li/g5
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The SECURE Act of 2019 forever changed the rules around inheriting an IRA. The old “stretch IRA” strategy ended for most beneficiaries and new rules regarding required
TIAA. . The SECURE Act of 2019 forever changed the rules around inheriting an IRA. The old “stretch IRA” strategy ended for most beneficiaries and new rules regarding required minimum distributions have left many people unprepared for the tax implications. Watch TIAA Wealth Advisor Scott Gershon break down the SECURE Act’s impact on ...
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