Avoiding Non-Spouse Beneficiary Mistakes

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If you inherit an IRA from a deceased loved one, it is crucial to know the complexities involved. Following the rules to manage the account effectively isn’t straightforward and varies depending on whether you are the deceased’s spouse, a non-spouse, or a trust beneficiary.

Understanding these differences, changes from the SECURE Act and the new 2022 RMD rules will help you keep more of your inheritance and avoid unnecessary taxes and fees.

Mistakes are often irreversible. Before moving an inherited IRA, read these quick tips to “Avoid Non-Spouse Beneficiary Mistakes in 5 Easy Steps.”

For professional assistance in understanding your options for an inherited IRA, contact Chris Robinson with RFG Wealth Advisory in Argyle, TX. Our office number is 940-464-4104 to schedule a time to discuss your questions. You can also schedule online at RFGWealthAdvisory.com.


Avoiding Non-Spouse Beneficiary Mistakes in 5 Easy Steps

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