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Ocean

Navigating the New
Inherited IRA Rules
with Confidence

Understand the latest IRS regulations and design a withdrawal strategy

aligned with your tax bracket, time horizon, and legacy goals.

Download Our Inherited IRA Guide

Fee-Only • Fiduciary • Behavioral Finance-Based Guidance

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Educational Content

Overview of Rule changes

Understand the major updates introduced by the SECURE and SECURE 2.0 Acts - and how they impact inherited IRA timelines and distributions.

Non-Spouse Beneficiaries

Learn how the 10-year rule applies, and why timing withdrawals strategically can minimize long-term tax drag.

Tax Bracket Management

Explore techniques for coordinating distributions with your broader tax picture - from Roth conversions to bracket control.

Behavioral Finance Perspective

Discover how emotions and cognitive biases often drive poor withdrawal timing - and how a structured plan helps you stay disciplined.

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