This week, we tackle a common question, but a tricky one: What do you do if inherit a 401(k) or other retirement account? Taylor and Laurel discuss the steps to consider, and why tax smart strategies are so important, whether you're on the giving or receiving end of inherited accounts. Check out more at <a href='http://www.mattsonfinancial.com/'>www.MattsonFinancial.com</a>. 
See <a href='https://omnystudio.com/listener'>omnystudio.com/listener</a> for privacy information.

This week, we tackle a common question, but a tricky one: What do you do if inherit a 401(k) or other retirement account? Taylor and Laurel discuss the steps to consider, and why tax smart strategies are so important, whether you're on the giving or receiving end of inherited accounts. Check out more at www.MattsonFinancial.com. See omnystudio.com/listener for privacy information.

This week, we tackle a common question, but a tricky one: What do you do if inherit a 401(k) or other retirement account? Taylor and Laurel discuss the steps to consider, and why tax smart strategies are so important, whether you're on the giving or receiving end of inherited accounts. Check out more at <a href="http://www.mattsonfinancial.com/" rel="noopener noreferrer">www.MattsonFinancial.com</a>.&nbsp;
See <a href="https://omnystudio.com/listener" rel="noopener noreferrer">omnystudio.com/listener</a> for privacy information.

What To Do With an Inherited 401(k)

Your Money Mentors – Gary Mattson, Laurel Steward, Taylor Steward and Gerald Green – are a financial team at Mattson Financial Services in Grand Rapids, Michigan. Their goal is to teach and empower you with information about what’s going on in today’s world and how it can affect your retirement. Whether you have questions about investment strategies, taxes, income or estate planning, your Money Mentors are here to help!

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What To Do With an Inherited 401(k)

What To Do With an Inherited 401(k)