Life Unlimited with Larry Heller, CFP(R)
Business:Investing
The SECURE Act has changed the way beneficiaries inherit money from IRAs. If you’re a beneficiary, or are trying to set up your beneficiary for success, what does this change mean for you?
Find out in this episode as Larry Heller discusses the new changes to inherited IRAs. He highlights what will happen if you fail to plan around the new IRA rules and reveals what you can do to start planning around these changes today!
In this episode, you will learn:
Listen in to learn how these new restrictions could affect you and your inherited IRA!
Resources: Heller Wealth Management: (631) 293-2806 | Email Larry
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