Caring For Generations

inherited IRAs

Who Wants to Be an IRA Beneficiary?

On Behalf of Rebecca W. Geyer & Associates P.C. | Dec 22, 2021 | inherited IRAs, IRA beneficiaries, IRAs in estate planning

On both the giving and the receiving end, there are things that are important to consider in naming IRA beneficiaries.

Inherited an IRA – What Are Your Options?

On Behalf of Rebecca W. Geyer & Associates P.C. | Jul 18, 2018 | inherited IRAs, IRA beneficiaries, rolling over an inherited IRA

If you inherit an IRA from a parent or sibling, writes Eric Vogt in Forbes, you probably have many questions: What options do I have for taking distributions? What are the tax implications? How do I incorporate this inheritance into my existing financial plan? Two...