The better option depends on your age, financial goals, and when you’ll need the funds. Keeping assets in an inherited IRA can offer more flexible withdrawal timing in certain scenarios, while rolling the IRA into your own account may allow you to delay RMDs longer if you’re younger than your spouse. Your wealth advisor can model both approaches to identify the strategy that minimizes taxes and supports your broader financial planning goals.
We exist so you don’t have to worry about money. For more than 40 years, we’ve taken the sophisticated, time-tested approach that many ultra-high net worth individuals use to help manage their financial lives and made it accessible to more families.
