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Options After Inheriting an IRA from Your Spouse

If your spouse has named you as a beneficiary on their traditional IRA, SEP IRA, or SIMPLE IRA, you will need to understand your options for the account you have just inherited. In general, you will have three choices for the IRA you have inherited. As you review your options, consider your age, the age of your spouse, and your current financial situation.

Losing a loved one, especially a spouse, can be an extremely difficult time. For help managing your finances and assistance navigating the decisions to come, please contact us today.

INFOGRAPHIC: What to Do with an IRA Inherited from Your Spouse

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inherited IRA guide

Inheriting an IRA, 401(k), or other retirement account from a spouse or parent

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Information on this website is for informational purposes only and should not be misinterpreted as personalized advice of any kind or a recommendation for any specific investment product, financial or tax strategy. This is a general communication should not be used as the basis for making any type of tax, financial, legal, or investment decision. Disclosure