When a Loved One Passes Away
In this segment, Vincent J. Russo joins Msgr. James C. Vlaun for a helpful conversation about Estate Administration, including probate,…
The rules for inheriting an IRA have changed significantly, and the 10-year rule now requires most beneficiaries to withdraw all funds within a decade of the original owner’s death. In this segment, Vincent J. Russo breaks down the specifics of the rule, who it applies to, and the important exceptions that still exist!