Original Air Date: August 27, 2022

Chief Investment Officer Troy Harmon is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Senior Financial Planner Clay Norman, CFP®, to discuss an investor who wishes to leave his IRA to his granddaughter. The discuss the limitations the SECURE Act created for non-spousal inherited IRAs and other options that may benefit the heir. 

Read the Article: https://www.henssler.com/taxes-and-custody-when-a-minor-inherits-an-ira