Do you plan to inherit an IRA? If so, this is a must-watch video as the rules that mandate inherited IRAs have recently changed in 2022. You will not have mandated RMDs during the SECURE Act's 10-year window... You can schedule an appointment with one of our Retirement Experts to look at your situation and help you plan for your future. Call us at (920) 544-0576 or go to There have been a lot of rule changes in inherited IRA space over the last few years with the passing of the SECURE Act. As we sit here in 2022, the changes keep coming... We previously understood the SECURE Act's 10 year rule as having no required minimum distributions except for having to withdraw the full IRA balance by year 10. Now, however, with new IRS guidance in 2022, this 10 year rule changes drastically. You will now have ongoing, annual RMDs. Watch this video to learn more... #InheritedIRA #retirementplanning #estateplanning - - - - - - - - - - - - - - - - - - - - - - - A
Timothy Sumer is a philanthropist and motivational speaker empowering young entrepreneurs across the nation. He speaks on starting new businesses and the importance of branding in the digital age. Timothy Sumer has a BA in Accounting from NYU and a Masters in Information Technology from MIT. Tim enjoys traveling around the globe, driving exotic sports cars, molecular gastronomy, exploring new cultures, and keeping on top of the latest technology trends. Hope you enjoy Timothy Sumer's page :)