How the SECURE Act is making it a lot harder to pass an IRA down to your kids.

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How the SECURE Act is making it a lot harder to pass an IRA down to your kids.

by Melanie Ross on May 6, 2020

Business

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How the SECURE (Setting Every Community Up for Retirement) Act is making it a lot harder to pass an IRA down to your kids.
1. The New Rules
2. Name Multiple Beneficiaries
3. Roth Conversion
4. Qualified Charitable Distribution

WTAM 1100 - Aired 4/16/2020

 

 

 

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