INHERITED IRA 2024s: THE PROS, CONS & CONSIDERATIONS

Preserving WealthTransferring Wealth
Written By Eivind Holum

28 March 2024 by Will Herrman & Alina Carlson

 

We dived deeper into the topic of Inherited or Beneficiary IRA's with our very own: ⁠Will Herrman⁠ & ⁠Alina Miska Carlson, CFP®⁠. We go over some of the changes in the Secure Act since 2019, potential advantages, items to verify and key considerations. Please note, this topic is particularly sensitive to individual circumstances, so please consult your advisory team accordingly.

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Eivind Holum
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