In the Missouri CPA Journal: Has Your Client Inherited an IRA or Roth?

Sep 12, 2022 | Investments, Taxes, Trending

Many clients are inheriting an IRA account or a Roth IRA account.  Since the SECURE Act was passed, the period allowed to withdraw those funds has shortened for most non-spouses.  How do you maximize these investments and minimize taxes?  Read my article Has Your Client Recently Inherited an IRA or Roth?published in the Missouri Society of CPA’s professional journal.