Navigating the Icebergs of Inherited IRAs


“Did you know the IRS could stand to inherit more of your IRA than your beneficiaries?”


When an IRA or retirment account transfers from owner to beneficiary, there are many IRS Icebergs that must be navigated to prevent the beneficary from pay unneccessary and excessive taxes. Once mistakes are made, they are usually irreversable. It is critical to utilize the experience of a financial professional that is specifically trained to handle IRA/Retirement account distributions. Don’t make a mistake that will make the IRS the largest beneficiary of your IRA…


A properly structured inheritance can mean tens of thousands to your legacy.




Source: Blackrock “Stretching” Your IRA