Edu: Spousal Inherited IRAs

December 5, 2018

Edu: Spousal Inherited IRAs

While the rules are very complicated for all Inherited IRAs, they are even more complicated for Spousal Inherited IRAs. This is because they get special treatment, so have special rules.

Jim and Chris explore in detail the difference between non-spousal and spousal Inherited IRAs this week.

Check out the background of firms and investment professionals on FINRA’s BrokerCheck.

Jim Saulnier and Associates | 970-530-0556 | 506 East Mulberry Street, Fort Collins, Colorado 80524

Jim Saulnier, Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC to residents of: CO, IA, IN, MA, NY, TN, TX, WI and WY. No offers may be made to or accepted from any resident outside the specific states mentioned. Jim Saulnier, Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Financial Planning services offered through Jim Saulnier and Associates, LLC., a Registered Investment Advisor. Cambridge and Jim Saulnier & Associates, LLC are not affiliated.