IRA Postmortem Considerations
Jul 11, 2011
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By Robert S. Keebler, CPA, MST, AEP, and Michelle L. Ward, JD, CSEP
Improper management of IRA assets after the death of the account holder can sabotage a beneficiary's inheritance. Bone up on the rules of distributions, titling of accounts, rollovers, disclaimers, and payouts.