Listen Top Shows Blog

4 Steps to Take When You Inherit an IRA

4 Steps to Take When You Inherit an IRA

Update: 2021-01-27

Share

Description

Whether you inherit an IRA from a spouse or non-spouse, there are important steps to execute as an heir and details to address along the way.

This is the audio version of a blog posted on our website (investecwealth.com) on January 27, 2021. The blog post itself can be found here.

Disclaimer: The information provided here is general and intended as educational in nature. It is not intended nor should it be considered as tax, accounting, or legal advice. Investec Wealth Strategies and its advisors do not provide tax, accounting, or legal advice. We recommend you seek the counsel of your attorney, accountant or other qualified tax advisor concerning your situation.

Comments

In Channel

Choosing Between Traditional Medicare and the ExxonMobil Medicare Primary Option (MPO)

Choosing Between Traditional Medicare and the ExxonMobil Medicare Primary Option (MPO)

2021-10-0413:42

You’ve Left ExxonMobil—What About Your ExxonMobil Savings Plan Account?

You’ve Left ExxonMobil—What About Your ExxonMobil Savings Plan Account?

2021-08-2709:27

A Tough Blog to Write – Diminished Mental Capability & Increased Vulnerability

A Tough Blog to Write – Diminished Mental Capability & Increased Vulnerability

2021-08-1009:03

4 Steps to Maximize What Goes Into Your EMSP in 2021

4 Steps to Maximize What Goes Into Your EMSP in 2021

2021-07-2207:37

Have You Reevaluated Your Insurance Coverage Since COVID Began? If Not, Here Are 4 Areas to Review Right Now

Have You Reevaluated Your Insurance Coverage Since COVID Began? If Not, Here Are 4 Areas to Review Right Now

2021-07-1203:43

Money Is… 4 Reasons Why You Should Work With a Financial Advisor

Money Is… 4 Reasons Why You Should Work With a Financial Advisor

2021-06-2207:47

Understanding Inflation in 2021: What Investors Need to Know

Understanding Inflation in 2021: What Investors Need to Know

2021-06-0805:36

Now That It's Up, Should You Sell Your ExxonMobil Stock?

Now That It's Up, Should You Sell Your ExxonMobil Stock?

2021-05-2508:37

Acquaint Your Grown Children With Your Financial Affairs

Acquaint Your Grown Children With Your Financial Affairs

2021-05-1106:25

6 Questions If You're Within 5 Years of Retirement at ExxonMobil

6 Questions If You're Within 5 Years of Retirement at ExxonMobil

2021-04-2708:35

A Guide to Dividing Your Estate Unequally

A Guide to Dividing Your Estate Unequally

2021-04-1507:42

4 Questions to Develop an ExxonMobil Savings Plan (EMSP) Strategy

4 Questions to Develop an ExxonMobil Savings Plan (EMSP) Strategy

2021-03-3012:07

Are You an MD? Then These 5 Things Should Factor Most When Creating Your Financial Plan

Are You an MD? Then These 5 Things Should Factor Most When Creating Your Financial Plan

2021-03-2305:17

Hindsight is 2020: 7 Ways We Should All Vow to Treat Our Money Differently in 2021

Hindsight is 2020: 7 Ways We Should All Vow to Treat Our Money Differently in 2021

2021-02-2406:01

4 Investing Mistakes in the EMSP

4 Investing Mistakes in the EMSP

2021-02-0908:11

4 Steps to Take When You Inherit an IRA

4 Steps to Take When You Inherit an IRA

2021-01-2705:53

XOM & XTO Employees: Think About Your ExxonMobil Savings Plan (EMSP)

XOM & XTO Employees: Think About Your ExxonMobil Savings Plan (EMSP)

2021-01-1408:02

5 Reasons to Make a "Special Contribution" to the ExxonMobil Savings Plan (EMSP)

5 Reasons to Make a "Special Contribution" to the ExxonMobil Savings Plan (EMSP)

2020-12-0807:11

6 Steps to Take Now if You're Exiting ExxonMobil

6 Steps to Take Now if You're Exiting ExxonMobil

2020-11-1907:12

The 9/11 Tribute in Light Was Dark in 2020

The 9/11 Tribute in Light Was Dark in 2020

2020-09-1504:21

00:00

00:00

x

4 Steps to Take When You Inherit an IRA

4 Steps to Take When You Inherit an IRA

Investec Wealth Strategies