RMDs on Inherited Retirement Accounts in the Age of the SECURE Act

by Thomas Fridrich, JD, CLU®, ChFC®, CEPA Director, Wealth Planning

Tom Fridrich, Senior Wealth Planner Once upon a time, people would put money in their 401(k) or IRA accounts and know that – should their retirement savings outlive them – their loved ones would inherit the rest and all would essentially be well.

April 1, 2022 |

5 min

What is the SECURE Act 2.0? Key Takeaways from the Latest in Retirement Legislation

Article by Jamie Hopkins, Jamie is the Managing Partner of Wealth Solutions at Carson, and he specializes in educating both investors and advisors. A nationally recognized author, researcher and educator, Jamie is a regular contributor to major industry publications and a go-to expert for the media on retirement income planning and tax law.

By Jamie Hopkins, Managing Partner, Wealth Solutions The next wave of retirement planning reform is headed for shore.