Financial Planning Series: Inherited IRAs and Roths – New Rules, New Strategies

by | Nov 12, 2022 | Inherited IRA

Financial Planning Series: Inherited IRAs and Roths – New Rules, New Strategies




Wealth Management Partner Nathan Faith discusses what happens to your retirement accounts if you pass away or if you inherit someone else’s accounts. With the recent SECURE Act of 2019, new rules require more thoughtful planning than the old laws.

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Investment Advisory Services offered through Boulay Financial Advisors, LLC a SEC Registered Investment Advisor. Certain Third Party Money Management offered through Valmark Advisers, Inc. a SEC Registered Investment Advisor. Securities offered through Valmark Securities, Inc. Member FINRA, SIPC

Boulay PLLP and Boulay Financial Advisors, LLC are separate entities from Valmark Securities, Inc. and Valmark Advisers, Inc. Prime Global is not affiliated with Valmark Securities, Inc. and Valmark Advisers, Inc….(read more)


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