Spousal IRA Transfers – Financial Literacy Series
Protect Your Assets Market Briefing
March 10, 20224m 8s
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Show Notes
If you are married and you inherit a retirement account from your spouse, you have more options on what to do with the IRA, 401(k), or Roth IRA than you might think. A spouse can transfer the funds from any of those accounts to a new IRA or you can establish a new IRA.
Here's what spousal beneficiaries need to know about inheriting retirement accounts.