My spouse passed away, left me and children as beneficiaries, can we roll it over to an IRA?

WDTV News Segment Solutions 4 Financial Independence with John T. Halterman of Beacon Wealth Management. My spouse passed away, left me and the children as beneficiaries. We wanted to see if we could roll it over to an IRA Account?

IRA Distributions Count As Earned Income

Manage Tax Burden

Cash Out Pension

You Flipped the Script

Let’s Have a Conversation
Request Your 15 Minute Discovery Call Today!

Just like you don’t trust just anyone with your savings, we can’t help everyone that wants to work with us. In this call, we’ll make sure we are a good fit for one another.

Let's Talk Request a 15 min discovery call to See If we can help

Or call us anytime: (304) 626-3900

Who We Are

What We Do

Tools & Resources

Check out the background of firms and investment professionals on FINRA’s BrokerCheck.

Securities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Beacon Wealth Management operates independently of Cambridge. This communication is strictly intended for individuals residing in the states of WV, PA, OH, MD, NC, SC, TX, FL, NY, DE, KY, CA and WI. No offers may be made or accepted from any resident outside the specific state(s) referenced.

Digital Growth & Marketing Coach – SurePath Digital