Tag Archives: Inherited IRA


Inheriting an IRA? It Pays to “Stretch” It

What happens to an IRA when it is inherited by the account owner’s children? Myth: The account is gobbled up in a combination of estate taxes and income tax. Reality: Under present regulations that allow for a $5 million exemption  Continue Reading »

Tags: , ,
Posted in Financial Education, Reaching Retirement | | Leave a comment