Inheriting an IRA: How to Create a Lifetime of Paychecks

More about the book

Focusing on the complexities of inheriting an IRA, this book provides essential guidance for both beneficiaries and their advisors. It addresses common questions and offers practical strategies to maximize the economic benefits of inherited assets. With insights from a nationally recognized tax expert, the text emphasizes the importance of informed decision-making to avoid costly mistakes. The collaborative approach between inheritors and knowledgeable advisors is highlighted as key to achieving successful outcomes, ensuring readers are well-prepared to navigate the intricate tax rules associated with inherited IRAs.