Ed Slott: The conversation advisers need to have with spousal IRA beneficiaries

July 28, 2017 @ 4:38 pm

Runtime: 3:29

Clients who inherit IRAs from their spouses need to decide whether to remain beneficiaries or do spousal rollovers. One important factor in that decision is their age, according to Ed Slott, founder of Ed Slott's Elite IRA Advisor Group.


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