May 19, 2017

The Spousal IRA Beneficiary Decision Tree

Deciding how to handle your inherited IRA once your spouse passes can be a daunting task, especially during an emotional time of loss. With three different options available, how do you know which one best fits you and your financial situation?

Your age and that of your spouse typically plays the largest role in making this decision. The timing and amount of annual required minimum distributions will be impacted based on the titling method that you choose.

For a better understanding of the options available for your inherited IRA, click here to download “The Spousal IRA Beneficiary Decision Tree.”

For professional assistance, contact our office at 703-466-0477 to schedule an appointment.

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