Inheriting a retirement account

This video identifies financial responsibilities associated with the account.

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If you recently lost a loved one, or are helping someone who has, you may face new responsibilities and questions around an inherited retirement account. Take a few minutes to view this video to be aware of the associated financial responsibilities with it.

Next steps to consider

Learn about inherited IRA choices.

Get help with the inheritance process.

Conduct discussions about health, wealth, and legacy planning.

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