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?
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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 and DE. No offers may be made or accepted from any resident outside the specific state(s) referenced.