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Pulling Out Your Inheritance – Non-Spouses

My last blog covered the new rules around inheriting investments as a spouse, per the SECURE Act of 2019.  Now we turn to non-spouse beneficiaries (e.g. children, siblings) and it gets even more complicated, particularly when it comes to inheriting IRA’s.  Note that there is typically no difference when it comes to inheriting non-retirement investments.  […]

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