How to Pass Down an IRA

Expert Opinion May 14, 2024 at 12:12 PM
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What You Need To Know

  • The Secure Act has created a number of estate planning issues surrounding inherited IRAs.
  • There are several advantages to naming a spouse as the primary IRA beneficiary.
  • Roth IRAs and conversions can be a key approach for some clients.
hands holding a golden nest egg symbolizing an inheritance
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