Daily Archives: March 20, 2018

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  • Roll Overs Frisco TX

Inherited IRA Roll Overs: Your Most Common Questions Answered

The news you’ve inherited an IRA from a spouse, friend or family member is usually a good thing. But you might dread the headache this type of acquisition often requires. One of the first questions you’ll probably have is what to do with the money. Inherited IRAs come with their own set of rules, including what type of account the money is eligible for, at what age beneficiaries can make withdrawals and when penalties are applied. Here, we break down the options you have for inherited IRA roll overs. From a Spouse If your spouse left you an inherited IRA, a Read more