Thank You Alan

Alan, I want to thank you for all the work you do here. Your knowledge helped me navigate through the Inherited IRA rules pre/post Secure 1.0 as well as the Successor Bene rules as they currently stand post Secure 2.0.

I had major surgery last week and it was a great comfort to be able to prepare a specific detailed document for my wife of the current rules/options she would have for my Inherited account, with great confidence that it was correct.

In addition to your overall knowledge and currency on the rules, you really have a knack for untangling some of the original posts to get to the correct answer(s) and also anticipating unasked follow-up questions and contingencies.

Let’s hope they leave things alone for a few years; but if they don’t, I sure know where to go.

Thanks again.



Chuck, thanks for the kind words and the best of luck to you on your recovery.

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