Category Archives: IRA
Should I Transfer My IRA to My Spouse in My Estate?
There are many different rules associated with passing on an IRA to a beneficiary. In addition to filling out the company specific forms to determine the designated beneficiary to receive these account assets, it’s important to decide which person in your family for whom it makes the most sense to receive these particular benefits…. Read More »
IRA Estate Planning Basics for Virginia Residents
Several different types of retirement accounts, including 403(b) accounts, individual retirement accounts and 401(k) accounts, are often a part of individuals’ estate plans. These must be dealt with accordingly as it relates to passing these on to other parties. The passing on of an IRA often requires filling out a beneficiary form with the… Read More »