Old Fashioned Finance
Old Fashioned Finance
Blue Jay Financial Group
How To Inherit An IRA
30 minutes Posted Jan 12, 2022 at 6:00 am.
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The Drink: The Grandfather

The Topic: Inheriting Retirement Accounts

At some point in your life you may inherit a retirement account or two. Or seven. And if losing a loved one isn’t hard enough, you will be presented with some difficult decisions when it comes to settling these types of accounts properly. On this week’s episode, Jason and Caleb explain the rules, and tell you how you can best handle distributions from inherited accounts.