Tag: Inheritance
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Have an Inherited IRA Sitting Idle? Why Ignoring It Could Create a Big Tax Problem.
Losing a loved one is never easy, and neither is handling the finances and/or inheritances that follow. Unfortunately, I have had quite a few inheritance conversations with clients lately. One question I hear often is “What do I do now?”, especially when they inherit a traditional IRA. One recent conversation that came up centered around…
TC Falkner 