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5 Things You Need to Know About Inherited Retirement Accounts

Estate Planning, FAQ, TaxesNovember 4, 2014

We often get questions about what will happen to a person’s retirement account after they pass. Since one’s retirement account is often one of the largest assets in the estate, passing it to beneficiaries in the most advantageous way possible. Here are five things you need to know about inherited retirement accounts: Will my beneficiaries…

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What Do I Do With An Inherited IRA?

Estate PlanningJuly 31, 2013

IRAs are among the largest assets inherited by heirs and beneficiaries. These accounts are able to grow to very large amounts because income taxes are deferred until the owner begins to take distributions, which usually happens after the owner reaches age 70 ½. Those who inherit an IRA must be very careful to follow the…

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