Tips for Managing an Inherited IRA Reviewed by Momizat on . 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 fi 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 fi Rating: 0
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Tips for Managing an Inherited IRA

Posted date: May 22, 2019 In: QuickPress

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.

The National Association of Certified Valuators and Analysts (NACVA) supports the users of business and intangible asset valuation services and financial forensic services, including damages determinations of all kinds and fraud detection and prevention, by training and certifying financial professionals in these disciplines.

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