Lucia Capital Group Weekly
What You Need To Know About Inheriting an IRA
November 12, 2021
If you inherit an IRA or a 401k, there are some rules in place that will ultimately require you to take the money out and pay taxes on it. The SECURE Act of 2019 has provisions that affect required minimum distributions, or RMDs. Do any of those rules apply to you? Here are some things… View Article