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  1. A piggy bank on top of foreign bills and coins.

    What to Do When You Inherit a Retirement Account

    Tags:
    account, beneficiaries, Estate Planning, inherit, IRA, Retirement

    As a Family Wealth Lawyer, I'm often asked to help people who inherit a retirement account.  The action you need to take with an inherited IRA depends upon your unique situation; the IRS has rules for each and recently announced that they will be cracking down on taxpayers who make mistakes with in…Read More

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