Who Will Inherit Your IRA?

In this podcast, Angel Nevis and Anu Joshi from our Family Wealth and Individual Tax Planning Group discuss the various options and factors to consider when selecting who will inherit your IRA. You may choose one, or some combination of, the following:

  • Your Spouse
  • Your Children, Grandchildren or Other Individuals
  • Your Trust
  • Your Estate
  • Your Favorite Charity
  • No one

Read the Who Will Inherit Your IRA? article.