Skip to main content

ATA Financial Group | Tax, Wealth & Retirement Planning

The Savings Game: Traditional IRAs are an IOU to the IRS

Home / Accounting / The Savings Game: Traditional IRAs are an IOU to the IRS

“IRAs are now an awful, terrible asset to use for wealth transfer and estate planning.”

Read Elliot Raphaelson’s helpful insights on IRAs and the SECURE 2.0 Act in his column at The Savings Game.