04/18/2024 Rollover and Transfer Rules for Beneficiaries of IRAs and Employer Plan Accounts: The Mistake-Free Ways to Accept, Move, and Distribute Inherited IRAs and Inherited Employer Plan Accounts Live Webinar at 2-3 PM EDT
Buy now for $29 Overall Rating: Not yet rated The New York Times projects $16 trillion will be transferred to beneficiaries over the next ten years. With over $35 trillion held in tax-deferred retirement accounts- most of which is owned by baby boomers, IRAs and employer plan assets will be part of this transfer. Advisors …