Understanding Inherited IRS Rules for Nonspousal Beneficiaries Under the Secure Act

Many Americans are taking advantage of the wonderful benefits of the Secure Act, signed into law in 2019. Recent updates in 2022 address retirement issues that weren’t fully covered in the original version. There are some nice tax advantages that can be leveraged through the Secure Act and other significant opportunities that should interest most Americans as they move toward retirement age. Derek Miser, Chief Managing Member of Miser Wealth Partners with offices in Farragut, Tennessee and Tellico Village, Tennessee near Knoxville, offers insight to this tax mitigating opportunity YOU need to know about. Read the article and feel free to reach out to Derek Miser for more.

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