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Investing in your Future: What to Do with an Inherited 401K or IRA

Investing in your Future: What to Do with an Inherited 401K or IRA

by Deliberato Law Center | Feb 25, 2021 | Estate Planning Education, Uncategorized

Before the SECURE Act being signed into law on December 20, 2019, a common strategy for ensuring a beneficiary gained the largest possible benefit from an inherited IRA was to “stretch” distributions throughout their lifetime and thereby avoid unnecessary income tax....
Estate Planning Advice for Beneficiaries: What to Know if You’re Inheriting a 401K

Estate Planning Advice for Beneficiaries: What to Know if You’re Inheriting a 401K

by Deliberato Law Center | Mar 27, 2019 | Estate Planning Education, Probate, Uncategorized

Losing a loved one is a heart-wrenching experience. Having to deal with the associated practical matters adds anxiety at a time when your energy could be better spent elsewhere. However, if in the course of your loss, you’ve inherited a 401(k), you will want to act...

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