Sword & Shield Estate Planning has published its latest article covering the challenges and strategic considerations for beneficiaries managing an inherited IRA under the SECURE Act. Further information can be found at SwordandShieldEstatePlanning/Blog
Sword and Shield Estate Planning, LLC City: Spanish Fork Address: 1198 South 3750 East Website: https://swordandshieldestateplanning.com/ Email: info@swordandshieldestateplanning.comTag Cloud
Explore the Complexities of an
Inherited IRA: Eye-Opening Report
Released
Sword and Shield published a new report entitled,
"Navigating the Complexities of an Inherited IRA," which
addresses challenges for beneficiaries post-SECURE
Act.
Aimed at inheritors, advising on
tax-efficient strategies that will
lead them to avoid unnecessary
large lump-sum distributions
that could push them into higher
tax brackets.
One of the most critical pieces of information is how some particular beneficiaries, "eligible
designated beneficiaries," are exempt from the 10-year rule.
Curtis Olsen, CEO of Sword and Shield Estate
Planning, highlights how the company is
committed to helping people safeguard their
legacy with cost-effective planning services.
Furthermore, the company emphasizes the importance
of informed decisions in estate planning and the
unique benefits offered to those looking to safeguard
their legacy.
Sword and Shield Estate Planning now welcomes comments and questions from readers regarding the
article, which was crafted with an innovative and client-centric approach.
Find Out More At
swordandshieldestateplanning.com
Inherited IRA: Eye-Opening Report
Released
Sword and Shield published a new report entitled,
"Navigating the Complexities of an Inherited IRA," which
addresses challenges for beneficiaries post-SECURE
Act.
Aimed at inheritors, advising on
tax-efficient strategies that will
lead them to avoid unnecessary
large lump-sum distributions
that could push them into higher
tax brackets.
One of the most critical pieces of information is how some particular beneficiaries, "eligible
designated beneficiaries," are exempt from the 10-year rule.
Curtis Olsen, CEO of Sword and Shield Estate
Planning, highlights how the company is
committed to helping people safeguard their
legacy with cost-effective planning services.
Furthermore, the company emphasizes the importance
of informed decisions in estate planning and the
unique benefits offered to those looking to safeguard
their legacy.
Sword and Shield Estate Planning now welcomes comments and questions from readers regarding the
article, which was crafted with an innovative and client-centric approach.
Find Out More At
swordandshieldestateplanning.com