Tag Archives: IRA

What Happens to Your Retirement Account (IRA and 401(k)) When You Die?

A question we often get is: What Happens to Your Retirement Account When You Die? For many of you, your IRA or 401(k) plan is the largest asset in your estate, after your home. While many estate plans contemplate the distribution of your home at death, does your estate plan adequately consider the distribution… Read More »