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1884: [Part 1] Tax Planning For Inherited IRAs by Sean Mullaney of FI Tax Guy

Optimal Finance Daily - Financial Independence and Money Advice

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The Tax Head Isn't Crippling on a Traditional Ira

The ten year rule is no longer the law of the land as applied to j r, bobby and many other beneficiaries. Even on a very large traditional i r a, 500 thousand each, the tax head isn't crippling. It will, in most years, increase over bobby and j r's lifetimes but they can spread out the hit over 30 plus years. Not bad elimination of the stretch ira.

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