Do you want more about spousal IRA’s?
When a spouse inherits IRAs from their deceased spouse there are choices and unfortunately the choices are not all that simple, this guide The 99% Rule for Spousal Beneficiaries of IRA’s
- Rules that come into play when a spouse dies with retirement plans are complex this guide discusses a real-life case
- What option is the best… this answer depends / find out more
- When making decisions on spousal IRA’s some decisions are irrevocable (cannot change it) once you make a decision, make sure you understand the options
- What is a stretch IRA and why should you preserve it
Where should we send your 2022 Spousal IRA Guide?
[ninja_form id=7]
By submitting this information, you consent to receive marketing emails, calls, and texts from Hilltop Wealth & Tax Solutions using an autodialer at the email and phone number provided, even if the number is on a state or federal Do Not Call list. You do not need to consent to use our services. You can call us instead at 1-833-889-7526. Message and data rates apply. Reply “STOP” to opt out and “HELP” for more information. We take your privacy seriously and respect your privacy choices.