Stacks of Cash
Stacks of Cash by Monterey Wealth offers insights into many financial topics and financial news headlines to help educate you in the world of personal finance.
Stacks of Cash
Beneficiary IRA 101
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Monterey Wealth
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Season 2
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Episode 10
You've inherited an IRA, now what?
Over the past couple of years, the rules regarding beneficiary IRAs have evolved coming out of the SECURE Act. The distribution rules can be quite confusing in cumbersome for you.
In this episode, Monterey Wealth explain the recent updates to the Beneficiary IRA distribution rules and provide some potential items for you to discuss with your tax advisor.