Chatting About SECURE Act 2.0 With Jeff Levine: Spousal Options for Inherited IRAs

Sep 19, 2023 / By Jeffrey Levine, CPA/PFS, CFP®, CWS®, MSA
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Expert Jeff Levine discusses a variety of decision paths for surviving spouses figuring out what to do with an inherited IRA, including spousal rollover, remaining a beneficiary—or the new option, beginning in 2024, of electing to be treated as the decedent.

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