The LEARNING library

Inheriting IRAs 101

No one says it better than Ed Slott: “An inherited IRA may be a client’s single most valuable financial asset … but simple mistakes can be very costly or even fatal!” His follow-up advice to those inheriting an IRA is to “Touch nothing!” You might wonder what all the fuss is about, right? There are 10 costly mistakes that occur when inheriting an IRA. We will go through them with you one-by-one to help you avoid adding insult to injury.
And finally, what is happening with the stock market? Why should it matter to you and your portfolio? As always, we have a lot to talk about.