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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....
What to Know if You’re Inheriting an IRA

What to Know if You’re Inheriting an IRA

by Deliberato Law Center | Oct 22, 2020 | Estate Planning Education, Uncategorized

First, if you are inheriting an IRA, we offer our condolences. After all, rarely does this happen except when you have lost a loved one. While learning how best to manage this new account might be the furthest thing from your mind right now, it is something to...

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