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The IRA
Survival Guide
Updated 01/01/2023 to reflect recent New Tax Laws by:
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Ira S. Materetsky, CFP
Matthew J. Welsh, M.S., CFP
Edited & Contribution by:
Thomas B. Gau, CPA, CFP
Aaron D. Millman, Esq., CPA
The SECURE Act 2.0
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Passed in Dec. 2022 the SECURE act 2.0, will change some tax laws as it pertains to the current RMD age.
New Tax Laws
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A summary of the various tax laws, regulations, rules and private letter rulings that may affect you inherited IRA decisions.
Choosing Beneficiaries
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A discussion of the importance of choosing the right beneficiaries for your retirement accounts.
Inherited IRAs
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The information necessary to identify potential problem areas when dealing with an Inherited IRA.
** By requesting a PDF or Physical Version of the IRA Survival Guide you are also opting in to receiving future informative emails and News Letters.