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Alert! Inherited IRA RMD Changes You Need to Know!

Financial Education, Personal Finance, Retirement SavingsBy Kristi SullivanNovember 28, 2022

The IRS has done it again.  Taken an already unfortunate new rule about inheriting IRAs and made it even worse.   To recap, if you inherited IRA/Roth IRA/Workplace Retirement Account money from someone who died in 2020 or after, the SECURE Act states that you must take that money out of the account within 10…

Kristi Sullivan, CFP®, is your trusted partner in financial planning. With 27 years of expertise and a commitment to personalized service, Kristi helps clients navigate the complexities of wealth management, retirement planning, and investment strategies.

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