Close Navigation
Learn more about IBKR accounts
IRA Tune-up – Ignored issues in IRAs and Retirement Accounts

IRA Tune-up – Ignored issues in IRAs and Retirement Accounts

Aired On

Jan / 19 / 2022
2:00 pm - EST
Nancy Nelson
Interactive Brokers

Did you set up your IRA years ago with beneficiaries? Many of us ignore our IRAs until distributions are required, but the rules have changed. What happens when you die? Again, the rules have changed for non-spouse beneficiaries. Roth IRA – what is going on in Congress, there are some proposals that will change how Roth IRAs work.

Retirement accounts have had some changes too.

It is time to check your IRA and see if it is set up to correctly work for you and your heirs.

Disclosure: Interactive Brokers

The analysis in this material is provided for information only and is not and should not be construed as an offer to sell or the solicitation of an offer to buy any security. To the extent that this material discusses general market activity, industry or sector trends or other broad-based economic or political conditions, it should not be construed as research or investment advice. To the extent that it includes references to specific securities, commodities, currencies, or other instruments, those references do not constitute a recommendation by IBKR to buy, sell or hold such investments. This material does not and is not intended to take into account the particular financial conditions, investment objectives or requirements of individual customers. Before acting on this material, you should consider whether it is suitable for your particular circumstances and, as necessary, seek professional advice.

The views and opinions expressed herein are those of the author and do not necessarily reflect the views of Interactive Brokers, its affiliates, or its employees.

Disclosure: Tax-Related Items (Circular 230 Notice)

The information in this material is provided for informational purposes only and does not constitute tax advice and cannot be used by the recipient or any other taxpayer to avoid penalties under any federal, state, local or other tax statutes or regulations, or to resolve any tax issue.

Disclosure: IBKR Tax Disclosure

Interactive Brokers does not provide tax advice, does not make representations regarding the particular tax consequences of any investments, and cannot assist clients with tax filings. Investors should consult with their tax professional about the tax implications of any investment.

IBKR Campus Newsletters

This website uses cookies to collect usage information in order to offer a better browsing experience. By browsing this site or by clicking on the "ACCEPT COOKIES" button you accept our Cookie Policy.