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Inherited Retirement Accounts: Minimizing Tax Consequences

Posted by Nina Whitehurst | Sep 25, 2023 | 0 Comments

The Setting Every Community Up for Retirement Enhancement (SECURE) Act, which went into effect in 2020, changed how beneficiaries of inherited retirement accounts must withdraw these funds. The Act’s "enhancement" was to make it more difficult for individuals to pass their retirement savings on to their heirs without tax liability.

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