What You Need to Do After You Inherit an IRA

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Doug Goldstein August 10, 2023

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Have you recently received an inheritance?

Did you inherit a brokerage account, an IRA, a bank account, real estate, or property in Israel?

Receiving an inheritance can be complicated. Each type of asset has its own way of being passed onto the heir. Inheriting an IRA is different than inheriting other assets, and in order to maintain the tax-beneficial status the paperwork needs to be done in a specific manner.

Download the free resource, “What You Need to Do After You Inherit an IRA” which summarizes the specifics of inheriting an IRA.

Receiving an inheritance

The Goldstein on Gelt Show highlights the specifics behind receiving different inheritances. Have an unanswered question about inheritances? Reach out to The Goldstein on Gelt Show through the Contact Us bar on the homepage and get answers to your financial questions.

If you’re not already receiving updates on new episodes, sign up now, and as a special bonus, receive Doug’s free ebook The Retirement Planning Book.

Download free resource: What You Need to Do After You Inherit an IRA

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