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Inherited IRA rules can punish you, here's the smarter way
Inheriting a retirement account is supposed to feel like security, not a tax trap. Yet the current inherited IRA regime can turn a windfall into a punishing series of deadlines, penalties and surprise ...
Navigating inherited individual retirement accounts (IRAs) has become increasingly challenging for beneficiaries. Recent legislative changes and regulatory updates have introduced new and important ...
John Paul D. Dziuba II of CSG Law. Courtesy photo Almost four years after the SECURE Act went into effect, plan administrators, tax practitioners, and certain inherited IRA beneficiaries finally have ...
Naming your trust as the beneficiary of your IRA could have terrible tax consequences. This single fact does not mean you should never name a trust as the beneficiary of your IRA or other retirement ...
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