Tips for Managing an Inherited IRA
After the death of a spouse, a client has several options for handling the retirement accounts that belonged to the deceased. Here is a brief overview of the financial implications of different strategies for managing IRAs and Roth IRAs. This helpful chart shows the rules and requirements related to distributions for clients who inherit a Roth IRA.
To read the full article in MarketWatch, click: Tips for Managing an Inherited IRA.