AMJ Financial Blog

Important Decisions when you Inherit an IRA from a Spouse

Have you recently lost your spouse and inherited an IRA?

In the midst of grieving, determining how you want to handle your new assets may be the last thing on your mind, but there are important decisions to be made.

You have a choice to either remain the beneficiary of the account or execute a spousal rollover, and there are several factors to consider before you make any moves.

To find out more about each of these options, click here to download “The Modern Family Conundrum.”

For more information, contact our office at 703-466-0477 to schedule a time for a visit.

Securities offered through Triad Advisors, LLC Member FINRA/SIPC

Advisory Services offered through AMJ Financial Wealth Management LLC

AMJ Financial Wealth Management LLC is not affiliated with Triad Advisors LLC

Previous Post | More Recent Post