The SECURE Act removed the ability for most non-spouse IRA beneficiaries to stretch required inherited IRA distributions (RMDs) over a lifetime, and now all of the money needs to be withdrawn by the end of the 10th year after death.

So, whether you (or your kids) are inheriting a $100,000 IRA or a $1 million IRA, you (or they) have to fit that amount of income into the next 10 years!

(Hint: Procrastinating usually costs you a lot more in taxes!)

What:  Join us for a Hybrid Lunch & Learn

When:  June 6th @ 12:00 PM

Where:  This event will be held online over Zoom and in-person at the Chester County Library. 

As part of a 100 Book Giveaway, Mike will be offering his book, Achieving Financial Fulfillment, at no charge to all attendees.