Whether you inherit an IRA from a spouse or non-spouse, there are important steps to execute as an heir and details to address along the way.
This is the audio version of a blog posted on our website (investecwealth.com) on January 27, 2021. The blog post itself can be found here.
Disclaimer: The information provided here is general and intended as educational in nature. It is not intended nor should it be considered as tax, accounting, or legal advice. Investec Wealth Strategies and its advisors do not provide tax, accounting, or legal advice. We recommend you seek the counsel of your attorney, accountant or other qualified tax advisor concerning your situation.