IRA Beneficiaries and Inherited Roth IRA’s 10/18

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IRA Beneficiaries
Inherited from Spouse
Inherited (non-spouse)
Inherited Roth IRA’s
Beneficiaries of Qualified plans

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(917) 442-8773. Do not hesitate to call should you need more clarity. Thank you.

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This information is provided as general information and is not intended to be specific financial guidance. The information and opinions expressed herein are from sources believed to be reliable; however, we make no representation as to its accuracy or completeness. Before you make any decisions regarding your personal financial situation, you should consult a financial, legal or tax professional to discuss your individual circumstances and objectives.

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