New FAQ Sheet - Inherited IRA Choices

 NEW Product!  One-page fact sheet about inherited IRAs 

Answers client's frequently asked questions about inherited IRAs... including 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

 

Link:  Inherited IRA Choices