Skip to main content

Posts

Showing posts with the label inhertiance

Don't make a mistake with your inherited IRA

It's important to understand the rules around inheriting an IRA - here's some quick tips. Want to discuss further? Book a consultation with our team: Check the background of your financial professional on FINRA's BrokerCheck. [i] The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January