What to do after Losing Your Spouse - Beacon Wealth Management

WDTV News Segment Beacon Wealth Management Solutions 4 Financial Independence with John T. Halterman. I recently lost my husband. We had our lifetime savings in an IRA he rolled over from his 401(k) that has a lifetime income benefit that we use every month as income. Now that he has passed away, can you please explain my options and make any recommendations and my situation?

IRA Distributions Count As Earned Income

Manage Tax Burden

Cash Out Pension

You Flipped the Script

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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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