Inherited IRAs: What Do I Do Now?

The loss of a loved one is never easy, and inheriting an IRA can add a layer of financial complexity during an already difficult time. Join us as review inherited IRAs, including key legislative changes, tax implications, and strategic planning tips.

Whether you're a spousal or non-spousal beneficiary, our discussion will guide you through the essential steps and considerations. Be to consult with a financial advisor for personalized advice based on your unique situation. We hope this video is informative and helpful!

This content was written by Spencer S. Hall CFP®, RLP ®, CKA ®, MBA, MDiv

Spencer is a Certified Financial Planner™ with 14 years in the field of retirement and financial planning. As a second-generation financial advisor at Retirement Planning Services, Spencer brings a wealth of experience and passion to help clients align their wealth with their core values.

Advisory services offered through Retirement Planning Services, LLC.

The information in this article is intended for general educational and informational purposes only, and should not be construed as investment advisory, financial planning, legal, tax, or other professional advice based on your specific situation. Please consult with your professional advisor(s) before taking any action based on its contents.