Inherited IRA Choices

Inherited IRA Choices

One-page FAQ sheet outlines the options for clients with inherited IRAs.

Covers the the following topics:

 - Choices for IRAs with individual beneficiaries

 - Choices for surviving spouses

 - Non individual beneficiaries (estates)

 - No beneficiary (or the beneficiary disclaims his/her interest)

 - More than one individual beneficiary

Download Now

Want printed copies?  Let us do your printing for you.  Call 612-722-3552 for a quote.  Active subscribers get 20% off of our competitive rates.  Imprints and custom orders are available too. (note:  To simplify the design of we are no longer taking product orders via the website)

Download Now (266.97 KB)