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Understanding the 10-Year Rule When Inheriting A Retirement Account

Sep 11, 20242 min read

Understanding the 10-Year Rule When Inheriting A Retirement Account

Wright Ford Young & Co. Wealth Management

16140 Sand Canyon Avenue | Irvine, CA 92618 | (949) 910-2727 | www.wfywm.com

K. Brad Tedrick CA Insurance License #0B47923

Luke Schork CA Insurance License #0M23320

Investment advice offered through Integrated Partners, a registered investment advisor, doing business as Wright Ford Young & Co. Wealth Management and its investment advisor representatives, Brad Tedrick and Luke Schork.

Click here for copies of the firm’s ADV, CRS, and solicitor disclosure statement.

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