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EPIC RPS
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Independent Retirement
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EPIC RPS
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Daybright Financial
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Relationship Manager – Defined Contributions Daybright Financial
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Regional Sales Director-Heartland July Business Services
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Stones River Consulting
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Internal Channel Sales Team Lead July Business Services
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Director of Regulatory Operations and Compliance PCS Retirement
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Nova 401(k) Associates
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Experienced Employee Benefits Attorney Shipman & Goodwin LLP
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Daybright Financial
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Director, Strategic Accounts and Channel Development July Business Services
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Spectrum Pension Consultants (part of Daybright Financial)
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Regional Sales Director-Mid Atlantic July Business Services
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Extending Inherited IRA Distributions Beyond 10 Years
Nerd's Eye View 
[Guidance Overview] Oct. 29, 2025 "[T]he key point is that the INDB Strategy can potentially extend the distribution period by up to 50%, giving heirs more time and flexibility in managing cash flow and taxes. And because the strategy's success depends on understanding the IRS timing and rule constraints, financial advisors can play a critical role in both determining when it's appropriate and helping clients implement it effectively!" MORE >> |
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