Stockbroker Law - Thursday, August 03, 2017
Inherited IRA’s – Know Your Rights?
IRA’s have been around for over 40 years, but most investors don’t know what happens when they inherit all or part of an IRA account as a death beneficiary.  Taking an outright distribution of cash as a beneficiary of an IRA upon another’s death is usually a foolish idea.  

While spouses have generous options available when named as beneficiaries of IRA’s, things get trickier for IRA non-spousal beneficiary and multiple beneficiaries of an IRA of a deceased individual.  Properly titling an inherited IRA account is essential in order to assure its continued tax deferred status and to avoid a punitive tax situation. 

We offer a free initial consultation to investors who have sustained unnecessary losses due to improperly advised IRA account inheritances.  For a free initial consultation contact the Law Offices of Timothy J. O'Connor at (518) 426-7700.


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