Feb. 24, 2020

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Our readers continue to have questions about one of the most important pieces of legislation that affects your retirement accounts and estate plan: The SECURE Act.

We explained what changed for inherited IRA distributions, and whether a Roth IRA can help your heirs avoid taxes when they inherit your account.

We also looked at whether you should pay estimated taxes if you are going to qualify for the pension exclusion.

See all that and more in this week’s eNewsletter.