Posts from February 24, 2025

2025 Update: RMDs and Inherited Retirement Accounts

2025 Update: RMDs and Inherited Retirement Accounts Presented by Marc Aarons I hope you’re doing well. I’m reaching out to make sure you’re aware of an important update on inherited IRAs, particularly for non-spouse beneficiaries navigating the latest IRS regulations. What’s changed? Under the SECURE Act of 2019, most non-spouse beneficiaries must withdraw the full […]