Biggest Mistakes With Inherited IRAs
August 26, 2017
The rules for inherited IRAs make the rules for normal IRAs look easy. Jim and Chris discuss some of the biggest mistakes people make with inherited IRAs. They also answer a question from a listener regarding a 401(k) rollover. The listener thought the 401(k) was closed, and then was issued a check from the custodian. The listener wanted to know what to do to avoid fees and penalites.
Podcast: Play in new window | Download (Duration: 1:43:04 — 47.3MB)
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Jim Saulnier and Associates | 970-530-0556 | 506 East Mulberry Street, Fort Collins, Colorado 80524
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