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April 02, 2025

What to Know About Inherited Retirement Accounts

In this webinar, Jeffrey Levine, Chief Planning Officer of Focus Partners, breaks down the complex rules beneficiaries must follow when inheriting an IRA.

Whether you already have a financial plan or are just getting started, this session guides you through the key considerations for passing on an IRA or managing one as a beneficiary.

What you’ll learn:

  • The basics of IRAs and their significance in financial planning.
  • What factors determine beneficiary status.
  • The differences between spouse, non-spouse, and other beneficiary classifications.
  • Key rules that impact all types of beneficiaries.
  • Special considerations for specific types of beneficiaries.
  • How rules change when multiple beneficiaries are involved.

For informational purposes only. Numerous representatives of Focus Partners may provide investment philosophies, strategies, or market opinions that vary. Services are offered through Focus Partners Advisor Solutions, LLC (“Advisor Solutions”) and Focus Partners Wealth, LLC (collectively referred to in this document as “Focus Partners”), SEC registered investment advisers. Registration with the SEC does not imply a certain level of skill or training and does not imply that the SEC has endorsed or approved the qualifications of the RIAs or their representatives. Prior to January 2025, Advisor Solutions was named Buckingham Strategic Partners, LLC, and Focus Partners Wealth was named The Colony Group, LLC.

©2025 Focus Partners Wealth, LLC and Focus Partners Advisor Solutions, LLC. All rights reserved.

RO-25-4357959

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Retirement

Content Topics

About the Author

Jeffrey Levine

Chief Planning Officer

Clients deserve a knowledgeable advisor who is up to date on the latest changes in the laws, regulations, tools, and trends that may impact their overall financial plan. As Chief Planning Officer, Jeffrey works closely with the Focus team to create a seamless and enjoyable experience for clients that makes it easy to plan and instill confidence as they work towards their most important goals.
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