Inherited IRA: What to do Next!

Have you inherited a IRA? This is a MUST WATCH!

In late December of 2019, The SECURE Act became enacted into law. If you were the beneficiary of a loved one’s IRA (or other retirement account) and they passed away after January 1st of 2020, there is a new set of rules that will affect that inherited retirement account. Nic draws up an easy-to-follow flowchart to show what rules your inherited IRA will follow depending on your unique situation.

Video Link:

When you watch the video, you'll see that Nic has drawn up this flow chart that shows you exactly what rules would apply to you depending on your unique situation. You can click the image above or follow the link below to view and download the graphic to use for reference.

Download the flow chart:


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