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Скачать или смотреть New Rules for Inherited IRA Distributions – What You Need to Know!

  • CMS Law Firm LLC
  • 2025-02-10
  • 5224
New Rules for Inherited IRA Distributions – What You Need to Know!
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Описание к видео New Rules for Inherited IRA Distributions – What You Need to Know!

The rules for inherited IRA distributions have changed, and if you’re planning for the future, you need to understand how this affects you. In this video, Christopher Small, owner of CMS Law Firm, breaks down the latest regulations and what they mean for spouses, children, and other beneficiaries.

🔑 What You’ll Learn:
✅ How spouses can still stretch distributions over their lifetime
✅ Why non-spouse beneficiaries now have a 10-year withdrawal rule
✅ Exceptions for disabled individuals & minor children
✅ The tax impact of these changes and how to plan smarter

The government wants to get paid faster, and these new rules are designed to accelerate taxation on inherited retirement accounts. Learn how to navigate these changes and avoid costly tax mistakes!

💡 Need estate planning help? Book a free consultation here: cmslawfirm.com

💬 Have questions? Drop them in the comments.

#IRA #EstatePlanning #RetirementPlanning #InheritedIRA #TaxStrategy #CMSLawFirm

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We do estate planning. We do probate. And we do it well.

Our firm rests on three core pillars:

1. Family protection
2. Elimination of barriers to entry (we make it easy for you)
3. Estate tax reduction/elimination

If you need estate planning or probate help, we should talk. The easiest way to do that is to click the link below and choose a date and time that work for you (over the phone or in person).

Estate Planning - https://cmslawfirm.com/estateplanning...

Probate - https://cmslawfirm.com/probatestrateg...

Christopher Small is the owner of CMS Law Firm LLC. He created it with one goal - help YOU live a great life and leave a great legacy.

You'll find information here on estate planning, probate, revocable living trusts, irrevocable trusts, life insurance trusts, charitable giving, wills, trusts, power of attorney, medical power of attorney, trustee selection, and everything in between.

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How to find me out there in the world...
instagram =   / cmslawfirm  
facebook =   / cmslawfirm  
iTunes = https://podcasts.apple.com/us/podcast...
youtube =    / cmslawfirmllc  
linkedin =   / smallchristopher  

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