Recent Posts

Archive

Tags

Inherited IRAs: What You Need to Know


Since first developed more than 40 years ago, Individual Retirement Accounts (IRAs) have become a popular retirement savings vehicle for generations of investors. As time marches on, a new generation of IRA investors is emerging -- one that has inherited, or will inherit an IRA from a parent, spouse, or other person.

FINRA is issuing this alert to inform brokerage account holders, family members, and other beneficiaries about inherited IRAs. We also provide tips for making the IRA inheritance process as efficient and trouble-free as possible.

Please click here to continue reading: http://bit.ly/2jvIt4e

 

Julian Schubach is an Investment Advisor Representative of Nosuris, Inc., a New York State Registered Investment Advisory. Investment Advisory Services are offered through Nosuris, Inc., a NYS Registered Investment Advisory. Please visit www.Nosuris.com for additional disclosures. Check the background of this firm on FINRA’s BrokerCheck.

©2016 by Julian Schubach