Understanding Inherited IRAs and Their Inherent Dangers

    Our Perspective
    | June 22, 2018

    Smart Insights from Professional Advisers at Kiplinger.

    Retirement assets represent over 34% of all household financial assets in the U.S., estimates show, with the grand total topping $26 trillion. IRA assets represent over $8 trillion of the sum and are the greatest single share class as well as the fastest growing share of retirement assets, due to the aging population and rollovers of 401(k)s and other retirement plan assets.

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    Andrew Bass

    Andrew has been a member of the Telemus team since its inception in 2005. As the Chief Wealth Officer, Andrew is responsible for all strategic financial and life management services. He works with high-net-worth members to ensure their financial life plans are designed to achieve realistic goals in both the short and long term.

    Andrew Bass abass@telemus.com

    PAST PERFORMANCE IS NOT A GUARANTEE OF FUTURE RESULTS. Investment decisions should always be made based on the client's specific financial needs, goals and objectives, time horizon and risk tolerance. Current and future portfolio holdings are subject to risk. Risks may include interest-rate risk, market risk, inflation risk, deflation risk, currency risk, reinvestment risk, business risk, liquidity risk, financial risk, and cybersecurity risk. These risks are more fully described in Telemus Capital's Firm Brochure (Part 2A of Form ADV), which is available upon request. Telemus Capital does not guarantee the results of any investments. Investment, insurance and annuity products are not FDIC insured, are not bank guaranteed, and may lose value.

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