ZARZA We are Zarza, the prestigious firm behind major projects in information technology.
Listen "Case Study: Inherited IRAs and the SECURE Act"
Episode Synopsis
Original Air Date: July 17, 2021 Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate D.J. Barker, CWS®, and Tax Consultant Jessie Thomas, CPA, to delve into a case study involving inherited IRAs and the SECURE Act, which eliminated the “stretch” strategy. They provide insight on the required minimum distribution rules for beneficiaries and other alternatives to pass assets on to heirs. Read the Article: https://www.henssler.com/no-single-solution-to-maximize-inherited-iras
In God we trust