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Avoiding Spousal Beneficiary Mistakes...

Avoiding Spousal Beneficiary Mistakes...

July 14, 2022

Is your spouse the beneficiary of your IRA?  When was the last time you checked the beneficiary form on file with your IRA provider?  When a spouse inherits an IRA from their deceased spouse, special rules apply that only spouses are eligible to take advantage of.  Make sure you are aware of those options so that you don't end up making a major mistake that may result in paying unnecessary taxes and/or penalties.

Click on the link below Avoiding Spousal Beneficiary Mistakes in 5 Easy Steps:

Avoiding Spousal Beneficiary Mistakes in 5 Easy Steps

As always, if you have any questions, please reach out to our office.  We are here to help.  To help others, please share this blog post.

David S Dixon, CFP®