FAQ – Miscellaneous

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My husband just passed away and I will be receiving his retirement. What is the best thing to do with it?

First, please accept our condolences on your loss. Most financial professionals and grief counselors suggest that you make no major changes in your life during the first year after the death of a spouse. That said, rolling your husband's retirement plan balance into an IRA will give you some time to decide what you want to do next and continue tax deferral on any earnings. Once you have had time to adjust to the change in your life, you can consider how to handle distributions from the IRA.

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