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YouTubeMat Sorensen - Wealth Lawyer & Entrepreneur
Inherited IRA? Here’s How to Outsmart the IRS and Keep Your Cash
In this video, I will provide a comprehensive overview of the inheritance process for IRAs and 401(k)s. You'll learn about the two primary options available to beneficiaries, explore specific scenarios such as the passing of a spouse or non-spousal beneficiaries, and gain a clear understanding of the rules governing the inheritance of ...
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