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What Happens to my IRA when I Die


What happens to my IRA when I die? One of the most frequent questions asked during client meetings is, “What happens to my IRA when I die?” In this episode we discuss: 0:00 - Intro 0:43 - How a surviving spouse can handle an IRA 1:43 - Define eligible designated beneficiaries and the rules they follow. 4:35 - Discuss the 10-year rule for other beneficiaries. 6:28 - The problems with not naming beneficiaries on your IRA or retirement plan. 8:00 - Using a trust as a beneficiary 8:45 - Wrap Up And don’t forget these rules apply to both traditional and Roth IRA’s. To learn more, please visit: Appearing in this video: Michael Seese, CFP® Tyler Szafran, CRPC® Neal Watson CFP® #IRA #401k #FinancialPlanning To learn more about our firm or to contact a financial advisor near you, please visit: ...(read more)


LEARN MORE ABOUT: IRA Accounts
TRANSFER IRA TO GOLD: Gold IRA Account
TRANSFER IRA TO SILVER: Silver IRA Account
REVEALED: Best Gold Backed IRA
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