Options for a Spouse Beneficiary‚ Remain a Beneficiary or Retitle to Your Own Account?

By Beverly DeVeny, Director of Retirement Education

Your spouse has died and you are named the beneficiary of their IRA. What do you do now? The IRA custodian has automatically retitled the account as an inherited IRA and after all, wouldn‚Äôt they only do what is best for you? Should you leave it that way or should you move the assets to your own IRA?

Do You Know All the Rules for Rolling Over a Roth 401(k)?

How Your Inherited IRA is Taxed

5 Retirement Savings Strategies for Younger Workers

Retirement Plan Checks and 60-Day Rollovers

Avoid Penalties and Fees by Learning These Rules

What a Year Means When it Comes to Your IRA Rollover

Divorce, IRAs, and a Twist

Avoid Accidentally Making a Prohibited Transaction

Inside Our Current Issue:

How the Once-Per-Year IRA Rollover Rule Works
RMDs Cannot be Rolled Over
Guest IRA Expert, Seymour Goldberg, CPA, MBA, JD: Practical Issues When an IRA Owner Dies

Enter Ed Slott's IRA Advisor

Find an Ed Slott-Trained Advisor

IRA & Tax Tables 2017

Discussion Forum

Ask Ed Slott & Company to Speak

Financial Advisor Training

IRA Shopping Center

Unsubscribe

Ed Slott and Company, LLC 100 Merrick Road -- Suite 200 E Rockville Centre, New York 11570 United States (516) 536-8282