TERRIER TALK: WITH BEAU, JOLIE & BELLA
Sadly, as we age, our clients age too and every so often one of them passes away. We can hear our mom as she meets with those clients, as she is giving them comfort and advice during their time of sadness. Just the other day we heard her telling someone about some information she read on the Ed Slott website.
The Spousal IRA Decision Tree
Deciding how to handle your inherited IRA once your spouse passes can be a daunting task, especially during an emotional time of loss. But if your husband or wife was the owner of an IRA, there are important decisions you will need to make about your inheritance.
It’s critical that you understand the options available so that you can make the most out of your assets.
In the document below, there are a series of questions that can help guide you through your decision-making process.
Click here to download “The Spousal IRA Beneficiary Decision Tree.”
For more information on your IRA beneficiary options, contact our office at (850) 437-3127 to schedule a time for a visit.