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Daily Archives: August 7, 2024

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It’s Complicated: Inheriting IRAs and Retirement Plans

Blog, Estate, RetirementBy Editorial TeamAugust 7, 2024

The SECURE Act of 2019 has brought major changes to how IRA and retirement plan assets are distributed to beneficiaries. Understanding RMDs, RBDs, and the distinctions between EDBs and DBs is crucial for navigating these changes.

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