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IRA Designation of Beneficiary Trading Direct Form

IRA Designation of Beneficiary Trading Direct Form

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Today's Cardinal lesson we're talking about  inherited IRAs again and again and again and   again, because this is a big issue. The Secure  Act and then the Secure Act 2.0, which modified it   again, this is one of the biggest factors in this  is that they're making you pay more taxes quicker,   in most cases under the Secure Act, so the IRS  wants their money when somebody dies and passes   an IRA to the beneficiary which might be you,  and then what we're going to be talking about   today is what kind of beneficiary you are. So  what I want to do is bring Tom on and I want   Tom to talk about why we're spending time on this  subject today. Yeah, I mean I think there's really   two main reasons we're doing this video. One  is if you inherit an IRA you need to know which   category you fall in, because there's different  rules of what you need to do and then secondly   is if you have an IRA or a

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