Have you recently lost your spouse and inherited an IRA? In the midst of grieving, determining how you want to handle your new assets may be the last thing on your mind, but there are important decisions to be made. You have a choice to either remain the beneficiary of the account or execute a spousal rollover, and there are several factors to consider before you make any moves.
For more information, contact our office at 877-714-2362 to schedule a time for a visit.
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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