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.

To find out more about each of these options, click here to download “The Modern Family Conundrum.”pdf

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

info@walterpardo.com

www.wealthfinancialpartners.com