The New IRA Inheritance Rules: A Millennial Nightmare

Heir Necessities

Episode and show notes at: www.sunnybranchwealth.com/blog/inheriting-an-inherited-ira
Think inheriting your parents' retirement account will be straightforward?
Think again.
The 2019 SECURE Act completely changed the game for inherited IRAs, forcing most beneficiaries to empty accounts within 10 years.
In this episode, I break down what these changes mean for Gen X, Millennial, and Gen Z inheritors, including the potential tax bomb waiting for you.
Learn why your parents' estate plan might be way outdated, and discover the crucial conversations you need to have now to protect your future inheritance.
Plus, get step-by-step guidance on navigating the complex world of beneficiary rules, RMDs, and tax planning.

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