Friday, July 17, 2020

ACTEC Requests Guidance for Inherited Retirement Accounts under the SECURE Act




Here's a link to the request for guidance on the Secure Act:   ACTEC Request for Guidance  The request points out several areas of uncertainty with the option for a non-spouse beneficiary who inherits an interest in a retirement account. Thanks to the volunteers with ACTEC for the time spent on this project. 

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