October 20, 2017

The Modern Family Conundrum

Spousal IRA beneficiary planning can get confusing, and if you’re a widow who has inherited an IRA from your spouse, you may unsure of how to handle the assets.

You can remain a beneficiary of the account, which would allow you take penalty-free distributions before you reach age 59½, or you can choose a spousal rollover, which would allow you to delay any required minimum distributions until you turn 70½.

So how do you decide which option is best for you?

Click here to learn more about your options.

Questions? Contact our office at 703-466-0477 to schedule a time for a visit.

Securities offered through Triad Advisors, Inc. LLC. Member FINRA/SIPC.

The information provided for informational purposes only, and does not constitute an offer, solicitation, or recommendation to sell or an offer to buy securities, investment products or investment advisory services. All information, views, opinions, and estimates are subject to change or correction without notice. Nothing contained herein constitutes financial, legal, tax, or other advice. These opinions may not fit to your financial status, risk and return preferences.

Securities offered through Triad Advisors, LLC, Member FINRA / SIPC 

Investment advisory services offered through AMJ Financial Wealth Management LLC

AMJ Financial Wealth Management LLC is not affiliated with Triad Advisors, LLC