Talking With Jeff Levine About RMDs and the 10-Year Rule: Where Are We Now?

Sep 28, 2023 / By Jeffrey Levine, CPA/PFS, CFP®, CWS®, MSA
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What should I do for clients who have inherited an IRA and are subject to the 10-year rule? Are minimum distributions necessary during the 10-year rule? Our expert answers these questions and more, bringing some clarity to the various changes imposed since SECURE Act 1.0.

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