Money Webinar
Have you inherited retirement savings from an employer-sponsored retirement plan or from a Traditional or Roth IRA? Learn what your choices are because distribution options and tax consequences vary depending upon IRA or plan and whether you are a spouse, non-spouse or non-individual (e.g. estate, trust, charity, etc.) beneficiary. It is very important to always seek advice from a qualified tax professional. Below are some of the options that may be available to you.
Beneficiary Options
Spousal Beneficiary Options
Non-Spousal Beneficiary Options
Non-Individual Beneficiary Options
IRA Service Center
Log into Online Account Access to:
- Get the forms you need to open an IRA
- Access forms to manage your existing IRA
- Use IRA planning tools and calculators
- Review featured articles and retirement FAQs
- Check out life stage tutorials
Open an IRA today! Log into Online Account Access and visit Accounts > IRA Service Center to get started.
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