Do you want more about spousal IRA’s?

When a spouse inherits IRAs from their deceased spouse there are choices and unfortunately the choices are not all that simple,  this guide The 99% Rule for Spousal Beneficiaries of IRA’s

  • Rules that come into play when a spouse dies with retirement plans are complex this guide discusses a real-life case
  • What option is the best… this answer depends / find out more
  • When making decisions on spousal IRA’s some decisions are irrevocable (cannot change it) once you make a decision, make sure you understand the options
  • What is a stretch IRA and why should you preserve it

Where should we send your 2022 Spousal IRA Guide?

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