Ironclad Retirement

Tax Traps in the Secure Act, etc.


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Bestselling Author and Retirement Planning Expert, Matt Richman, explains how the SECURE Act changed inherited IRA rules, replacing the “stretch IRA” for many heirs with a 10-year payout requirement. He discusses how large inherited IRA distributions can push adult children into higher brackets during peak earning years—and why proactive legacy planning matters.

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Ironclad RetirementBy Matt Richman