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The Setting Every Community Up for Retirement Enhancement (Secure) Act fundamentally changed the rules governing distributions from inherited retirement accounts mere months before the COVID-19 pandemic struck the U.S. Understandably, many clients put those new rules on the back burner to focus on more pressing concerns, but now clients should be reminded about the changes.

The post-Secure Act distribution requirements mean that clients should reconsider their beneficiary designations to ensure that their accounts are passed down to heirs in the most tax-efficient manner possible.

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