Losing a Spouse: The Modern Family Conundrum

When you lose a spouse, determining how you want to handle your new assets may be the last thing on your mind. However, there are important decisions to be made, particularly for inherited IRAs. You have a choice to either remain the beneficiary of the account or execute a spousal rollover, and there are several factors to consider before you make any moves.

To find out more about each of these options, click here to download “The Modern Family Conundrum.”

For more information, contact our office at 516-294-5287 to schedule a time for a visit.

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