Under the new SECURE act, consider making these money moves with your IRA or 401(k)

[MULTIZ321]

Under the new SECURE act, consider making these
money moves with your IRA or 401(k).

Under the new SECURE act, consider making these money moves with your IRA or 401(k)

Plan your retirement income strategy before you retire, and consider a Roth conversion.

www.marketwatch.com

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Richard

 

[BarbmC]

Definitely a big change for estate planning. The IRA rules apply to deaths that occur after 12/31/2019, those with existing inherited IRA's are grandfathered to "old" rules - Roth IRA growth will not be taxed - no 10 year window.