
Dollar-Cost Averaging, Small Cap, and Stable Value Funds - 367
Your Money, Your Wealth
00:00
How to Keep an Inheritance Account in the Deceased Name
A husband and wife are both 84 in taking r m ds. Husband dies in 20 21, and wife identifies his accounts as inherited iris instead of rolling them into her accounts. A spouse has the opportunity to roll those into hernin y. If you're a kid, nephew, whatever, friend that you inherited, you can't do this. It will blow you up.
Transcript
Play full episode