Inheritance Archives - Preferred Trust Company, LLC

Inherited an IRA? What Happens Now?

By IzzyBeyond Money, BlogNo Comments

I recently inherited an IRA. What does this mean? If you inherit an IRA you are considered the beneficiary. A beneficiary is any person or entity whom the account owner…

August 30, 2017

© 2016 Preferred Trust Company, LLC. Preferred Trust performs duties of a custodian and as such, does not sell investments or provide investment, tax, or legal advice. Preferred Trust is committed to safeguarding all non-public personal information provided to us by our customers. Preferred Trust collects, retains, and uses customer information where we reasonably believe that it will help administer our business or provide services to our customers. We collect and retain customer information only for specific business purposes and upon request will inform customers why we are collecting and retaining the information. PREFERRED TRUST COMPANY, LLC “Preferred Trust” 6700 Via Austi Parkway, Suite 301, Las Vegas, NV 89119 702.990.7892 888.990.7892 Financial Institutions Division of Nevada License No. TR10025.

Inheritance Archives - Preferred Trust Company, LLC

Inherited an IRA? What Happens Now?

Categories

Archives

Main Navigation

Main Navigation

Privacy & Terms