Americans are still reeling from the recent passage of the Tax Cuts and Jobs Act at the end of 2017, which brought a slew of new tax code changes that were implemented at the start of this year. One of these changes is nearly doubling the standard deduction – which means that the total number… [Continue]
October 28, 2017 By
Options When Inheriting an IRA From a Spouse
When a spouse inherits an IRA, and they’re under age 70 1/2, they have several options in front of them (depending on their unique financial situation – every person is different, and these examples are generalized): Treat the IRA as their own. Transfer the assets to an Inherited IRA. Transfer the assets to an Inherited… [Continue]
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