Doug Goldstein, CFP® and director of Profile Investment Services Ltd., explains how inheriting an IRA is different than a receiving other assets.

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.

Advertisement




Download the free resource, “What You Need to Do After You Inherit an IRA” on
The Goldstein on Gelt website show notes page.


Share this article on WhatsApp:
Advertisement

SHARE
Previous articleIsrael to Invest $6.8 Million in Converting Tel Aviv Offices into Hotel Rooms
Next articleReb Aryeh Leib
Douglas Goldstein, CFP®, is the director of Profile Investment Services, Ltd, a financial planning and investment services firm specializing in working with Americans living in Israel who have investment accounts in America. He is a licensed financial professional both in the U.S. and Israel.