“Distribution Plan for Non-Spousal Inherited IRAs” White Paper

Navigating Post-SECURE Act Distribution Planning for Non-Spousal Inherited IRAs

In this comprehensive 11-page white paper, nationally renowned tax expert Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished) provides critical insights on distribution planning for non-spousal inherited IRAs following the SECURE Act. Discover how the law’s changes impact required minimum distributions (RMDs), tax strategies, and how to optimize these inheritances for beneficiaries—essential reading for advisors guiding clients through post-SECURE Act IRA distributions.