Ask KT & Suze Anything: Master Class on Pre-Tax Inherited Retirement Accounts - Part II
Suze Orman's Women & Money (And Everyone Smart Enough To Listen)
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Navigating Inherited Retirement Accounts
This chapter explores the complexities of inherited pre-tax retirement accounts, especially the implications of a beneficiary's death and recent legislative changes like the SECURE Act. It underscores the significance of financial literacy and understanding the necessary documentation and processes for a seamless rollover of inherited funds.
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