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Navigating the Secure 2.0 Beneficiary IRA 10-Year Spend Down
Financial Planning Tax Planning

Key things you really need to know. Beneficiary IRA distributions have changed dramatically since Secure Act 2.0. In the past you could inherit an IRA from someone other than your spouse and remain taking small distributions at the decedent’s RMD pace. Now the IRS requires you to take the full balance within 10 years. For

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