Decisions as a Spousal Beneficiary

Original Air Date: July 29, 2023

Chief Investment Officer Troy Harmon, CFA, CVA, Managing Associate D.J. Barker, CWS®, and Senior Financial Planner Adam Stadalius, CFP®, cover an investor’s options when he inherits his wife’s IRA. With three young children to care for while adjusting to life as a single parent, this investor will have to consider his need to access the money, taxes, and his plans for his family’s future. 

Read the Article: https://www.henssler.com/making-the-most-of-inherited-iras-for-spousal-beneficiaries