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You now have an Inherited IRA. Now what?

This flow chart shows what rules could apply to you.

In late December of 2019, The SECURE Act became enacted into law. If you were the beneficiary of a loved one’s IRA (or other retirement account) and they passed away after January 1st of 2020, there is a new set of rules that will affect that inherited retirement account. In the video below, Nic draws up an easy-to-follow flowchart to show what rules your inherited IRA will follow depending on your unique situation.

View and download the flow chart HERE:

Video Link:

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