10/15/2026
Many people think inheriting assets from a loved one means just getting a check. However, it largely depends on the type of asset being received - especially if it is an IRA. The SECURE Act 2.0 passed in 2022 created special provisions for beneficiaries of retirement accounts. Reach out, and we'll go over how this might affect your specific plan: https://bit.ly/4AFgDqd
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