The Ins And Outs of Inheriting an IRA

An IRA is often one of the largest assets in an inheritance. It has tax benefits and passes quickly after death to the beneficiaries. This article discusses some of the issues involved in inheriting an IRA but misses some other important ones. Bottom line: read this for general info but please call us and your financial advisor before you fill in a IRA claim or rollover form. IRA inheritance decisions cannot be undone.

- DanĀ