• treecityweb

Rules of Inherited Qualified Accounts

Financial Advisor, Nic Daniels, with Tree City Advisors starts off our Money Education Series by discussing some important rules when it comes to inherited qualified accounts. If you were to die and wanted to gift some sort of account to someone other than your spouse, you need to make sure that you know what that means for the beneficiary.


Tree City Advisors, LLC.    |    An SEC Financial Advisory Firm

1673 W Shoreline Drive, Suite 140  |  Boise, Idaho 83702

©2020 Tree City Advisors

All Rights Reserved

  • Facebook Social Icon