When a spouse inherits an IRA, they are presented with unique options that offer flexibility and strategic financial planning opportunities. As an eligible designated beneficiary, a surviving spouse has three primary options for inheriting an IRA, each offering unique benefits. Bob Keebler, CPA/PFS, and Natalie Choate, Esq., unpack the best routes available for spouses inheriting IRAs in this AICPA PFP Section podcast episode. The experts delve into these options, equipping advisers with the knowledge to craft the most effective strategies
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The best treatment for a spousal inherited IRA | podcast
Sep 22, 2022 · 12 min listen
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