AMJ Financial Blog

Avoiding Spousal Beneficiary Mistakes

Spousal beneficiary mistakes are common, and making financial decisions in a time of grief can be especially challenging.

Factors such as your age and income needs should be considered prior to making any changes to an inherited spousal IRA.

For more key considerations, click here to download “Avoiding Spousal Beneficiary Mistakes in 5 Easy Steps”

Have more questions about inherited IRAs or need assistance with planning for your spouse’s future income needs? We are here to help! Give us a call at 703-466-0477 to schedule a time for a visit.

Securities offered through Triad Advisors, Inc. LLC. Member FINRA/SIPC.

The information provided for informational purposes only, and does not constitute an offer, solicitation, or recommendation to sell or an offer to buy securities, investment products or investment advisory services. All information, views, opinions, and estimates are subject to change or correction without notice. Nothing contained herein constitutes financial, legal, tax, or other advice. These opinions may not fit to your financial status, risk and return preferences.

 

Previous Post | More Recent Post