Financial Symmetry: Balancing Today with Retirement

6 Critical Questions to Ask When You Inherit an IRA, Ep #197


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So, you inherited an IRA–now what?

The rules surrounding inherited IRAs are more complicated than you think, so if you have already inherited an IRA or expect to in the near future, we are breaking down how you should think about making withdrawals.

In this episode, you’ll learn the three types of beneficiaries and the six questions you need to ask yourself when you inherit an IRA.

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Financial Symmetry: Balancing Today with RetirementBy Chad Smith, CFP® and Mike Eklund, CFP®

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