Secure Act 2.0 Changed IRA Inheritance—Here’s What You Need to Do NOW!

Secure Act 2.0 Changed IRA Inheritance—Here’s What You Need to Do NOW!

If you're planning to leave your IRA to your kids, be aware of the new rules under the Secure Act 2.0! 🚨 The stretch IRA strategy is GONE, and heirs must withdraw all funds within 10 years. This could push them into higher tax brackets and result in huge tax bills. Here’s what you need to know: ✅ The old strategy allowed heirs to stretch withdrawals over their lifetime. ✅ Now, inherited IRAs must be drained within 10 years—leading to major tax implications. ✅ Strategies like Roth conversions and trust planning can help reduce the tax burden. 💡 Don’t let your legacy get eaten up by taxes! Let’s discuss a smarter plan for your IRA. Book an appointment today: https://app.greminders.com/c/timgardn... 📌 Subscribe for more retirement planning insights! 👍 Like, 💬 Comment, and 🔔 Turn on notifications so you don’t miss future videos! #IRAInheritance #SecureAct2 #TaxPlanning #RetirementPlanning