The Ins And Outs of Inheriting an IRA

The Ins And Outs of Inheriting an IRA

Download Printable Version

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.

http://usat.ly/1pldcA4

- Dan 

Categories:

Contact Us Today

Work with Attorneys Devoted to Your Best Interests
    • Please enter your name.
    • Please enter your name.
    • Please enter your email address.
      This isn't a valid email address.
    • Please make a selection.
    • Please enter a message.