Secure Act IRA Max
Published: July 21, 2021
Tracking Code: 70086
Business Line: Advanced Planning
Category: Business Owners

Non-spouse beneficiaries of qualified plans may be exposed to significant taxes under the SECURE Act. If inherited IRAs are not needed for retirement income and will be passed to the next generation, systematic withdrawals and RMDs can be used to fund survivorship life insurance.

Share
Free Download