Month: September 2023

You’ve just inherited an IRA from someone not your spouse… usually a parent.  Guess what! Your rules are different.

If you’ve changed jobs or are getting ready to retire, don’t leave your old retirement account behind. Rolling over your employer-sponsored plan—like a 401(k) or 403(b)—into an IRA or new employer’s plan keeps your money growing tax-deferred and gives you more control over your investments.