#taxes Archives - Outlook Wealth Advisors

Taxes

You’ve Inherited an IRA. Now What?

You've Inherited an IRA, Now What? If you’ve been named a beneficiary or inherited an IRA, you’re likely facing some tough questions ⁠— what are the next steps and what…

Frank DambraJanuary 27, 2022

Wealth

The Pros and Cons of Early Retirement Plan Rollovers

The Pros and Cons of Early Retirement Plan Rollovers To start, some basics. Distributions from 401(k) plans and most other employer-sponsored retirement plans are taxed as ordinary income, and if…

Frank DambraDecember 10, 2021

#taxes

You’ve Inherited an IRA. Now What?

The Pros and Cons of Early Retirement Plan Rollovers

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