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Answers to your estate planning questions so you can take care of your family and yourself. Answers to your estate planning questions so you can take care of your family and yourself. Answers to your estate planning questions so you can take care of your family and yourself.
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Archives

Tag Archives for: "inherited IRA"
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 What Can We Do About Uncooperative IRA Beneficiary?
0
By Harry Margolis
In Retirement Plans
Posted September 19, 2022

What Can We Do About Uncooperative IRA Beneficiary?

Question: My siblings and I inherited an IRA from an aunt in disproportionate amounts. One sibling refuses to set up their own inherited IRA account because they are upset they did not get an [...]

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 How Will Securities in Inherited IRA be Valued When They are Sold?
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By Harry Margolis
In Retirement Plans
Posted July 6, 2022

How Will Securities in Inherited IRA be Valued When They are Sold?

Question: I inherited a traditional IRA from my mother; I am the sole beneficiary. I am leaning toward liquidating the securities but I wanted to understand how that is accomplished. I assumed [...]

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 Treatment of Inherited IRAs
0
By Harry Margolis
In Retirement Plans
Posted May 19, 2017

Treatment of Inherited IRAs

If you inherit an IRA or other retirement plan (401(k) or 403(b)), the rules on when you have to take your required minimum distributions can be complicated unless you are the spouse of the [...]

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This simple-yet-comprehensive guide provides everything you need to know (in plain English).

Harry Margolis book: The Baby Boomers Guide to Estate Planning

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Read Sample Chapters

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