Estate Planning / inherited IRAs / IRAs / wills

A condensed crash course in estate planning with implications for inherited IRAs

 Wow, that’s a long title for a blog post but the link below to Inheritance and IRAs is a good refresher/reminder on tasks to complete…soon, maybe before the fast approaching end of the year.

  • The importance of having a will
  • The tax implications of inheritance for spouses and other beneficiaries
  • The different scenarios that can occur in inheritance planning
  • The rights spouses and beneficiaries have in the process
  • Extenuating circumstances that could change the outcome of an inheritance
  • How inheritance works for different types of assets outside of an IRA


Source: Financial Planning for Women