The 99% Rule for Spousal Beneficiaries of IRAs

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The 99% Rule for Spousal Beneficiaries of IRAs

The 99% Rule for Spousal Beneficiaries of IRAs

It’s critical that we collectively address our plans. Depending on their ultimate objectives, spouses who inherit an IRA or comparable account have options. The 99% rule is typically flexible and aids in maintaining stretch. This article provides more information on the 99% Rule for Spousal Beneficiaries of IRAs.

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Bonita K Bell-Andersen, CLU, ChFC is an SEC registered advisor licensed in association with TenCap Wealth Coaching, Inc.

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