New beneficiary rules mean that IRA and 401(k) beneficiaries will inherit less money beginning 2020

by | Sep 5, 2022 | Inherited IRA | 1 comment

New beneficiary rules mean that IRA and 401(k) beneficiaries will inherit less money beginning 2020




Are you hoping to use your IRA to leave a legacy for your loved ones? Watch this video to understand how the SECURE ACT impacted the way your beneficiaries will be taxed on your inherited IRA.

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**NGWM makes content available as a service to its customers and other visitors, to be used for informational purposes only. While our best intentions are to provide accurate and timely information, you should always consult with retirement, tax, and legal professionals prior to taking any action….(read more)


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1 Comment

  1. dee see

    What forms do the children of the deceased need to claim the 401k of a parent who passed away?

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