Don’t Risk Costly Mistakes, Start With Clarity
Losing a loved one is hard enough. The last thing you need is confusion about what to do with the accounts or property you’ve inherited. The rules around Traditional IRAs, Roth IRAs, spousal inheritances, and step-up in basis for property are complicated, and mistakes can trigger unnecessary taxes or penalties.
That’s why we’ve created a set of simple flowcharts and checklists to guide you:
✅ What to do if you inherit a Traditional IRA
✅ Distribution rules for an Inherited Roth IRA
✅ Whether to roll over or inherit your spouse’s IRA
✅ How step-up in basis works for property
✅ Key tax, timing, and beneficiary considerations
These resources make it easy to understand your options, and know which decisions require extra care.
👉 Download the checklists now and get step-by-step clarity for your situation.
Subscribe
We respect your privacy. Unsubscribe at any time.
Advisory services are offered through wHealthyFP LLC, doing business as HealthyFP, an investment adviser registered with the state of Pennsylvania. Advisory services are provided only to clients or prospective clients where wHealthyFP LLC (HealthyFP) and its representatives are properly registered or exempt from registration. The information on this site is not intended as tax, accounting, or legal advice, nor is it an offer or solicitation to buy or sell, or an endorsement of any company, security, fund, or other offering. Do not rely solely on the information provided here when making decisions; always consult your legal, tax, or accounting professional about your specific circumstances. Investments involve risk and may result in complete loss. No assurance is given that any recommendation will be profitable. All information is provided “AS IS,” without express or implied warranties, and may contain errors. Your use of this information is at your sole risk.