Inherited IRA Strategies
Your Life Simplified: A Financial & Wealth Management Podcast - Ein Podcast von Mariner - Donnerstags
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With the passage of the SECURE Act & SECURE 2.0 Act, Stretch IRAs are no longer an option. So, how should investors with an IRA manage this and what should beneficiaries do with their inherited IRA? Valerie Escobar, senior wealth advisor, and Michael MacKelvie, wealth advisor, share strategies investors may consider with their IRAs.
