Inherited IRA 2024: The Pros, Cons & Considerations

Given the evolving nature of IRA regulations, we’ve created our own “cheat sheet” on things to remember. We dived deeper into the topic of Inherited or Beneficiary IRA's with our very own: Will Herrman & Alina Carlson.

We go over some of the changes in the Secure Act since 2019, potential advantages, items to verify and key considerations. Please note, this topic is particularly sensitive to individual circumstances, so please consult your advisory team accordingly.  Neither Cannell & Spears nor its personnel provides tax or legal advice. You are urged to consult your tax or legal advisors concerning the impact on your personal situation of any potential strategy or investment. This material is presented solely for informational purposes and does not constitute investment advice. For further information, please see www.cannellspears.com or contact the firm by electronic mail at partners@cannellspears.com.