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Financial Knowledge, Wisdom and Know-How for High Net Worth Widows and Widowers

The 2019 SECURE Act and its Impact on Widows and Widowers, Part I

The SECURE Act was signed into law on December 20, 2019. Inherited IRAs and other retirement accounts now have new distribution rules that may create more taxes over a shorter period of time and less wealth for the beneficiary. Also the required start date for distributions from an owner's own IRA or retirement account has changed. Read more...

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