Day

April 1, 2019
If you don’t want the money, you can always disclaim (refuse to accept) the inherited IRA or plan funds. But if you’re like most people, you will want the money. Your first thought may be to take a lump-sum distribution, but that’s usually not the best idea. Although a lump sum provides you with cash...
Continue Reading
Corporate Headquarters
6034 West Courtyard Drive
Suite 380
Austin, TX 78730
4841 Ihles Road
Lake Charles, LA 70605