Rolling Over Inherited Accounts - Beacon Wealth Management

WDTV News Segment Beacon Wealth Management Solutions 4 Financial Independence with John T. Halterman. My dad recently passed away. He had a roth IRA and a 401(k). As a non-spouse beneficiary can I rollover the accounts into my personal roth IRA and 401(k) accounts?

IRA Distributions Count As Earned Income

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Securities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Beacon Wealth Management operates independently of Cambridge. This communication is strictly intended for individuals residing in the states of WV, PA, OH, MD, NC, SC, TX, FL, NY, DE, KY, CA and WI. No offers may be made or accepted from any resident outside the specific state(s) referenced.

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