Posts Tagged ‘ inherited iras ’

5 Options for Individual Beneficiaries of an Inherited IRA

February 5, 2010 - Paperwork

In this post, we discuss what specifically happens when an IRA account holder dies.  What choices does the individual beneficiary have? Here, we’ll start with the individual (i.e. human being) beneficiary’s options for distributing Traditional or Roth IRAs (other types of IRAs, such as SEP IRAs, SIMPLE IRAs, and Self-directed IRAs, are beyond the scope…

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Last Week in Estate Planning (August 28 to September 3, 2011)

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Now that all the earthquakes, hurricanes, and back-to-school preparations appear to be out of the way, we can get back to some good ol’ estate planning reading! Much of last week’s best works seem to have come from traditional media resources.  Take a look: Top Posts and Articles of the Week Post of the Week…

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