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Financial planning and wealth management cannot be done room-by-room or even floor-by-floor. It’s needs a solid foundation and a clear blueprint before you can begin implementing tactics products. Our Complete Financial Advice considers your entire financial house.
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Friday Jan 29, 2021
Friday Jan 29, 2021
The SECURE Act has changed the way beneficiaries inherit money from IRAs. If you’re a beneficiary, or are trying to set up your beneficiary for success, what does this change mean for you?
Find out in this episode as Larry Heller discusses the new changes to inherited IRAs. He highlights what will happen if you fail to plan around the new IRA rules and reveals what you can do to start planning around these changes today!
In this episode, you will learn:
- How the SECURE Act has changed inherited IRAs
- 3 exceptions to the changes in the SECURE Act
- Alternative planning strategies
- And more!
Listen in to learn how these new restrictions could affect you and your inherited IRA!
Resources: Heller Wealth Management: (631) 293-2806 | Email Larry
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