The Spousal IRA Beneficiary Decision Tree
Deciding how to handle your inherited IRA once your spouse passes can be a daunting task, especially during an emotional time of loss. With three different options available, how do you know which one best fits you and your financial situation?
Your age and that of your spouse typically plays the largest role in making this decision. The timing and amount of annual required minimum distributions will be impacted based on the titling method that you choose.
For a better understanding of the options available for your inherited IRA, click here to download “The Spousal IRA Beneficiary Decision Tree.”
For professional assistance, contact our office at 703-466-0477 to schedule an appointment.
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