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Personal Investments • S and P 500 Fund in inherited IRA pre-Secure Act

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I would shift your bonds to the inherited IRA from your personal IRAs. Given your desired asset allocation, your entire inherited IRA could be in bonds which would minimize growth in that account and therefore RMDs. You could even shift your cash holdings into that IRA, although these days I would expected a similar return.
Agreed.

Statistics: Posted by delamer — Thu Aug 01, 2024 3:27 pm — Replies 3 — Views 109



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