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What Happens to My IRA when I Die? Thumbnail

What Happens to My IRA when I Die?

Estate Planning Retirement Planning

One of the most frequent questions asked during client meetings is, “What happens to my IRA when I die?”  In this episode we discuss:

  • How a surviving spouse can handle an IRA
  • Define eligible designated beneficiaries and the rules they follow.
  • Discuss the 10-year rule for other beneficiaries.
  • The problems with not naming beneficiaries on your IRA or retirement plan.
  • Using a trust as a beneficiary

And don’t forget these rules apply to both traditional and Roth IRA’s.

Appearing in this video:

Michael Seese, CFP
Tyler Szafran
Neal Watson, CFP

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