Have you inherited money recently? Do you plan to inherit money in retirement? Do you plan to leave an inheritance after you’ve passed?

If so, you won’t want to miss this week’s Wealth Wednesday.

Recently, a watershed estate planning law was passed called the SECURE Act. This law shifts required minimum distributions for inherited IRAs.

Previously, you were able to stretch these RMDs across the length of your life. Now, a new set of rules create three distinct beneficiary classes.

Each class has to adhere to a different rule. In this presentation, we discuss the tax implications of receiving and passing on inheritances in retirement.

We will discuss:

✅ How pre-SECURE Act and post-SECURE Act inheritances work (specifically in terms of retirement accounts)

✅ Why planning around inheritances is a crucial step in retirement planning

✅ How RMDs from an inherited account can completely disrupt your current tax plans

✅ Critical strategies to plan for inheritances and minimize your tax burden

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Always remember, “You Don’t Need More Money; You Need a Better Plan”

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Safeguard Wealth Management is a Registered Investment Advisor in the State of WI. Safeguard Wealth Management is not an insurance provider. All content on Youtube is for informational purposes only and should not be taken as personal advice for your situation. You can read more disclosures at …(read more)

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