The Modern Family Conundrum
Spousal IRA beneficiary planning can get confusing, and if you’re a widow who has inherited an IRA from your spouse, you may unsure of how to handle the assets.
You can remain a beneficiary of the account, which would allow you take penalty-free distributions before you reach age 59½, or you can choose a spousal rollover, which would allow you to delay any required minimum distributions until you turn 70½.
So how do you decide which option is best for you?
Questions? Contact our office at 703-466-0477 to schedule a time for a visit.
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