How SECURE changed the rules for inherited IRAs
Even though SECURE took effect five years ago, advisors still receive questions from clients about IRS regulations that complicated the rules for certain classes of IRA beneficiaries.
Susan Rupe is editor in chief, magazine, for InsuranceNewsNet. She formerly served as communications director for an insurance agents' association and was an award-winning newspaper reporter and editor. Contact her at [email protected].
Even though SECURE took effect five years ago, advisors still receive questions from clients about IRS regulations that complicated the rules for certain classes of IRA beneficiaries.
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