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Navigating Inherited Assets: A Guide for Beneficiaries



On this episode of “Tell Your Boss I Quit,” Peter Gutekunst CFP, CLU, CRPS discusses the key differences in rules for inherited IRAs between spouses and non-spouses. He explains how spouses can roll over an inherited IRA to make it their own, while non-spouses would need to move it into an inherited IRA. Pete breaks … Continue reading Navigating Inherited Assets: A Guide for Beneficiaries