Estate
Tips for Managing an Inheritance
Receiving an inheritance? Not sure how to manage it? Before you make decision, it’s good to do your homework. You might find our report on
September 7, 2016
Receiving an inheritance? Not sure how to manage it? Before you make decision, it’s good to do your homework. You might find our report on
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.
