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Inherited IRA 10-Year Rule (SECURE Act) Could Cost Your Kids $10,000s #shorts
Inherited IRA 10-year rule explained: How the SECURE Act could create a massive tax bill for your kids 👀
Most beneficiaries must withdraw inherited IRAs within 10 years, which can push them into higher tax brackets and increase taxes significantly.
#InheritedIRA #SECUREAct #RetirementPlanning #RothConversion #TaxPlanning
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*If you'd like to learn more about working together one on one, go ahead and visit:* https://www.meritagewm.com
As the founder of Meritage Wealth Management, I intentionally keep my firm small to deliver a personalized and high-quality level of service and advice to a select group of retirees. After 20+ years of working with retirees, I've found it's more important to have in depth conversations with fewer clients vs surface level conversations with many clients. Many financial professionals work with hundreds (or thousands!) of clients and may not have the time to cover these topics in depth.
*DISCLAIMER:*
Meritage Wealth Management LLC ("MWM") is a registered investment advisor offering advisory services in the State of California and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. This information is not intended as personalized tax, financial, accounting or legal advice. Please contact your financial professional, attorney or tax preparer before making any financial decisions.
==========
SyncID:
Видео Inherited IRA 10-Year Rule (SECURE Act) Could Cost Your Kids $10,000s #shorts канала Laryssa Freeman, CFP®
Most beneficiaries must withdraw inherited IRAs within 10 years, which can push them into higher tax brackets and increase taxes significantly.
#InheritedIRA #SECUREAct #RetirementPlanning #RothConversion #TaxPlanning
==========
*If you'd like to learn more about working together one on one, go ahead and visit:* https://www.meritagewm.com
As the founder of Meritage Wealth Management, I intentionally keep my firm small to deliver a personalized and high-quality level of service and advice to a select group of retirees. After 20+ years of working with retirees, I've found it's more important to have in depth conversations with fewer clients vs surface level conversations with many clients. Many financial professionals work with hundreds (or thousands!) of clients and may not have the time to cover these topics in depth.
*DISCLAIMER:*
Meritage Wealth Management LLC ("MWM") is a registered investment advisor offering advisory services in the State of California and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. This information is not intended as personalized tax, financial, accounting or legal advice. Please contact your financial professional, attorney or tax preparer before making any financial decisions.
==========
SyncID:
Видео Inherited IRA 10-Year Rule (SECURE Act) Could Cost Your Kids $10,000s #shorts канала Laryssa Freeman, CFP®
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27 марта 2026 г. 20:32:43
00:00:52
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