Orsinger Investment Group Inc
Greenville, PA:
What to do if you inherit your spouse’s IRA
Learn how to calculate required minimum withdrawals from an IRA you inherited from your spouse.
Inherited IRA Rules: What Heirs Need to Know
Find out what you have to do when you inherit an IRA.
What happens to this inherited IRA for a new beneficiary?
The rules have changed for non-spouses who inherit retirement accounts.
What Is a Spousal Roth IRA?
You need to earn income to contribute to a Roth IRA. But married couples can use a spousal Roth IRA to fund two accounts, even if just one spouse works for pay.
Goldstein on Gelt: What Do You Do When You Inherit an IRA?
Receiving an inheritance can be complicated. Each type of asset has its own way of being passed onto the heir.
How are you taxed when you inherit an IRA?
When you withdraw money from an inherited IRA, it's taxed as ordinary income.
What Do I Do With an Inherited IRA?
being proactive and making informed decisions can help you reach your personal financial goals much more quickly and efficiently.
How do I have to take money from this inherited IRA?
The rules surrounding distributions have changed significantly.
How much can I take from inherited IRA without hurting my taxes?
There are new rules governing how when you must withdraw from an inherited IRA.
I Inherited a Roth IRA. Now what?
Rules differ when a non-spouse beneficiary inherits a Roth IRA. Know your options and understand how to take the required minimum distributions.
Inherited IRA Rules: How Does It Work For A Spouse?
As a spouse, you have several options to consider with an inherited IRA.
What to Know About Inheriting A Property
You just inherited a property from a relative’s or friend’s estate – now what? While receiving a real estate gift
What Every Spouse Needs To Know About Inheriting IRAs
Retirement accounts have different rules than other assets in the estate, and they create a lot of opportunity for errors.
What Happens When Real Estate Is Inherited?
There are many questions that come with inheriting a piece of real estate. Do you want to live in it? Do you want to sell it? Do you have to split the property with another heir?
8 Tips For Dealing With Inherited Property
Dealing with inherited property requires more than many may think. This advice should help you through this tough time.
What are the probate taxes on inherited assets?
Scott and Pat explain how probate taxes work, what a "step-up in basis" is, & other types of taxes that may come into play when someone inherits assets.
What to Do When You Inherit a House
How not to lose money when your parents leave you their home
How Much Will Your Family Really Inherit?
Prince and Aretha Franklin died without a will, allowing mega millions to be taken by the IRS instead of going to their family. Even if you’re not worth millions, there are steps you can take to help more of your wealth stay in the family.
What kind of taxes will be owed on this inherited home?
Depending on timing, you may not owe much of anything.
5 facts widows need to know about inheriting traditional IRAs from a spouse
The rules can be complicated, and making an uninformed decision may result in having less of the money that was left. Here are a few things to know.
