Inherited IRA Rules Explained – Avoid These Costly Tax Mistakes
Inherited IRA Rules Explained – Avoid These Costly Tax Mistakes
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Congress and the IRS have made inheriting an IRA more complicated than ever. With the Secure Act and new 2024 regulations, beneficiaries now face strict timelines, confusing rules, and major tax traps.
In this video, Hunter Brockway, founder of Boca Retirement Strategies, breaks down what you must know if you’ve inherited an IRA — whether you’re a spouse, child, or named beneficiary. Learn how to avoid penalties, minimize taxes, and protect what’s been left to you.
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