Published on: 10/12/2022

Recent Heirs to Retirement Plans Win a Surprise Tax Reprieve from the IRS

That means more money can compound over a decade. But it can also create what Scott Bishop, the executive director of wealth solutions at Avidian Wealth Solutions in Houston, called a “tax time bomb,” in which heirs pay one-time larger tax bills because they have to pull out larger amounts over a shorter period of time.

See Full Article

Please read important disclosures here

Chevron right

Optimize Your Wealth

Gain access to a suite of wealth solutions and private investment opportunities with Avidian.
Let's Talk

Get Avidian's Free Market Report in Your Inbox

;