Home|About WFG|Products & Services|Resources|Client Account Access|Health Insurance Quotes|Contact Us

Wadley Financial Group, LLC is a full service financial services company specializing in retirement planning and corporate benefits. Whether it’s personalized individual financial planning or structuring a complex corporate benefit package, Wadley Financial Group, LLC has the knowledge, experience and resources to help you find the answers that best fit your unique situation…and the process remains consistent, regardless the need.  
 

Understanding Inherited IRAs

What beneficiaries need to know and consider.

 
By Wadley Financial Group, LLC
 
At first glance, the rules surrounding inherited IRAs are complex.Here are some questions (and potential answers) to consider if you have inherited one or may in the future.
 
 
By clicking on the above link(s), you will leave our website. The link you have selected is located on another server. We have not independently verified the information available through this link.

Market Snapshot

more market data

  

 

 
415 Horizon Drive, Building 200, Suite 200
Suwanee, GA  30024
Phone 678-551-6400   Fax 678-551-6401
 

© 2018 Wadley Financial Group, LLC | 415 Horizon Drive, Building 200, Suite 200, Suwanee, GA 30024 | All rights reserved
P: 678-551-6400 | F: 678-551-6401 Lisa@wadleyfinancialgroup.com |
Disclosure | Contact Us

Registered Representative of INVEST Financial Corporation, member FINRA /SIPC, and its affiliated insurance agencies offer securities, advisory services and certain insurance products. INVEST is not affiliated with other entities named.

This website may contain concepts that have legal, accounting and tax implications. It is not intended to provide legal, accounting, or tax advice. You may wish to consult an attorney, tax advisor, or accountant regarding your specific situation. No representations are made as to the accuracy of the information contained herein or any information contained in any link provided herein.

INVEST Financial Corporation’s Privacy Policy