If you’re married, planning for retirement usually requires that your nest egg be large enough to shelter two people. Spousal beneficiary mistakes are common and making financial decisions in a time of grief or panic can be especially challenging.

Factors such as your age and income needs should be considered before making any changes to an inherited spousal IRA. For more key considerations, click here to download “Avoiding Spousal Beneficiary Mistakes in 5 Easy Steps!”pdf

Have more questions about inherited IRAs or need assistance with proactively planning for your spouse’s future income needs? We are here to help!

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For more IRA Expertise, contact us!

Walter F. Pardo, Founding Partner

An Ed Slott Master Elite IRA Advisor

22 Church Street | P.O. Box 60 | Liberty Corner, NJ | 07938

Phone (877) 714-2362 | Fax 1 + (908) 325.0008

info@wfp-taxes.com

wfp-taxes.com