Adam Talks – Inherited an IRA What You Need To Know

by | Sep 6, 2022 | Inherited IRA | 2 comments

Adam Talks – Inherited an IRA What You Need To Know




What happens when you inherit an IRA? Are you a spouse or a non-spouse? If you are the spouse and primary beneficiary, we’ll explain what you need to do. If you are a non-spouse, the rules are a little more complicated.
Important note: If you are a spouse but did not become the primary beneficiary of the IRA, as the spouse, you have to give spousal consent for the IRA to go to another person, such as children, siblings or parents.

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About IRA Financial:

IRA Financial Group was founded by Adam Bergman, a former tax and ERISA attorney who worked at some of the largest law firms. During his years of practice, he noticed that many of his clients were not even aware that they can use an IRA or 401(K) plan to make alternative asset investments, such as real estate. He created IRA Financial to help educate retirement account holders about the benefits of self-directed retirement plan solutions.

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2 Comments

  1. Sandeep

    What about if the spouse is disabled? Do they have to take RMD?

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