Avoiding Spousal Beneficiary Mistakes in 5 Easy Steps

Many are familiar with the adage, “nothing is certain except death and taxes.” If you are married, a time will come when you or your spouse face a grim reality and consequent financial decisions. Unfortunately, when handling these financial matters, spousal beneficiary mistakes are common.

With age and income as essential factors, and with several unique options only available to spouses, making an informed decision when inheriting an IRA from a deceased spouse is important. To avoid common errors, download “Avoiding Spousal Beneficiary Mistakes in 5 Easy Steps!”

Have more questions about inherited IRAs or need assistance proactively planning for your spouse’s future income needs? We are here to help! Give us a call at 516-294-5287 to schedule a time to further discuss your questions.