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A Step-by-step decision guide for retirement account beneficiaries.
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As you consider what to do with the money you’ve inherited from an IRA or Qualified Retirement Plan, we’ll help you understand your options so that you can make a decision that feels right and makes financial sense for your situation.
We’re here to help:
1-508-224-9646 9:00 a.m.– 8:00 p.m. ET, Monday–Friday.
Although the IRS does not currently require TGA Capital Management to notify Inherited IRA account holders of their beneficiary RMD calculations and due dates, we have provided general RMD information in this document. This general information is not intended to be a substitute for individualized advice and is not intended to be construed as tax advice. TGA capital Management recommends consulting with a qualified tax advisor or CPA. Your tax advisor can help you set up an RMD schedule so your distributions can be withdrawn annually to avoid tax penalties.
To read more, about inherited IRA requirements and to help you avoid the potential penalties please feel free to download our informational guideline.
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