How is My IRA Affected by Abandoned or Unclaimed Funds Rules?


How does the IRS treat escheatment of an IRA? What role do the rules on Required Minimum distributions play on abandoned funds? How can my IRA or other retirement plans be protected from unclaimed funds rules?

Watch Szarka Financial’s Senior Financial Advisor Mark Stratis, CFP®, discuss these issues with Fox 8 News Anchors Roosevelt Leftwich and Autumn Ziemba.