Inherited IRA Tax Bomb: Avoid the 10-Year Rule!
Автор: Annuity Association
Загружено: 2025-10-14
Просмотров: 721
Описание: The Secure Act's 10-year rule means heirs may face a large tax liability from inherited IRAs, especially during peak earning years. However, this may not apply if heirs are charities or have low incomes. If planning to spend most of the account, this concern is irrelevant. #IRA #TaxLiability #SecureAct #EstatePlanning #Inheritance #Retirement
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