The Motley Fool Discussion Boards

Previous Page

Financial Planning / Tax Strategies


Subject:  Re: Estate question Date:  7/24/2012  6:56 PM
Author:  HMALETTER Number:  116446 of 129719


Father died this year.

The account is named "His name first" Then TOD followed by two names.

It is clearly labeled a "Retirement Account" on each page.

I "believe" it's a traditional IRA from years ago, along with his rollover monies from his company retirement plan.
Copyright 1996-2019 trademark and the "Fool" logo is a trademark of The Motley Fool, Inc. Contact Us