HER Money Matters

Losing a Spouse: How to Manage Inherited IRAs

Written by Barry Investment Advisors | Nov 9, 2021 5:19:31 PM

Inheriting a spousal IRA provides unique tax benefits available to the surviving spouse, and there are planning considerations that should also be taken into account. This resource explains the details, and our team is here to help you navigate the decisions ahead. Reach out to your team at Barry if you have any questions about the strategies or ideas shared.