Ironclad Retirement

Tax Traps in the Secure Act, etc.

Episode Notes

Bestselling Author and Retirement Planning Expert, Matt Richman, explains how the SECURE Act changed inherited IRA rules, replacing the “stretch IRA” for many heirs with a 10-year payout requirement. He discusses how large inherited IRA distributions can push adult children into higher brackets during peak earning years—and why proactive legacy planning matters.