Old Fashioned Finance

How To Inherit An IRA


Listen Later

The Drink: The Grandfather

The Topic: Inheriting Retirement Accounts

At some point in your life you may inherit a retirement account or two. Or seven. And if losing a loved one isn’t hard enough, you will be presented with some difficult decisions when it comes to settling these types of accounts properly. On this week’s episode, Jason and Caleb explain the rules, and tell you how you can best handle distributions from inherited accounts.

...more
View all episodesView all episodes
Download on the App Store

Old Fashioned FinanceBy Blue Jay Financial Group

  • 4.9
  • 4.9
  • 4.9
  • 4.9
  • 4.9

4.9

34 ratings