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INHERITING AN IRA? WHAT YOU NEED TO KNOW
02/03/2017

The Financial Industry Regulatory Authority (FINRA) recently issued an investor alert regarding inherited IRAs. Since first developed more than 40 years ago, Individual Retirement Accounts (IRAs) have become a popular retirement savings vehicle for generations of investors. As time marches on, a new generation of IRA investors is emerging-one that has inherited, or will inherit an IRA from a parent, spouse or other person. FINRA is issuing this alert to inform brokerage account holders, family members and other beneficiaries about inherited IRAs. FINRA also provides tips for making the IRA inheritance process as efficient and trouble-free as possible ... HIGHLIGHTED EVENT: Want to learn more about investing? Attend an AAII Local Chapter Meeting near you ...

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A foundation partnering for the financial well-being of the public, the National Endowment for Financial Education (NEFE) evolved from and served as the parent entity of the Denver-based, non-profit College for Financial Planning, which was founded in 1972 as the nation's first financial planning educational institution. NEFE is the only private, nonprofit foundation wholly dedicated to educating Americans about personal finance and empowering them to make positive and sound decisions in order to reach their financial goals. NEFE is completely non-partisan, unbiased and focused on consumer education, providing a crucial voice against the rapid rise in unchecked consumer spending and debt accumulation.



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