Inherited IRA

Landmines and Opportunities in SECURE Act 2.0

Another round of retirement changes are on the way after President Biden passed SECURE Act 2.0 into law on December 23rd. While we’ve been anticipating this legislation for a while, we didn’t know exactly what we be in the final bill. The original SECURE Act made significant changes to IRA rules. The most notable was…

Read More

Revisiting the SECURE Act: Inherited IRAs

Have you heard of inherited IRAs? The SECURE Act changed a lot of rules, including the details surrounding the inherited IRAs, so you’ll want to know how to plan accordingly.

Read More