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Important IRS update on Inherited SECURE Act IRAs
In addition to a recap of the markets and answering some great listener questions, this weeks Co-Hosts Ray Ballantine and Jayme Meredith review the recently released IRS Notice 2024-35 and the impact this has on SECURE Act IRA's, or IRA's inherited after 2019 as well as some updates on other big announcement from the Federal Trade Commission and Social Security.
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By Baird Private Wealth ManagementIn addition to a recap of the markets and answering some great listener questions, this weeks Co-Hosts Ray Ballantine and Jayme Meredith review the recently released IRS Notice 2024-35 and the impact this has on SECURE Act IRA's, or IRA's inherited after 2019 as well as some updates on other big announcement from the Federal Trade Commission and Social Security.