Plan for life events and how they may impact your investing strategy.
Inheritance or death of a loved one
Losing a loved one is always difficult. We understand.
Whether you are managing the estate of a T. Rowe Price client or have inherited a T. Rowe Price account, we can help with next steps.
All investments are subject to market risk, including the possible loss of principal.
An IRA should be considered a long-term investment. IRAs generally have expenses and account fees, which may impact the value of the account. Non-qualified withdrawals may be subject to taxes and penalties. Maximum contributions are subject to eligibility requirements. For more detailed information about taxes, consult IRS Publication 590 or a tax advisor regarding personal circumstances.
This material is provided for general and educational purposes only, and is not intended to provide legal, tax or investment advice. This material does not provide fiduciary recommendations concerning investments or investment management; it is not individualized to the needs of any specific benefit plan or retirement investor, nor is it directed to any recipient in connection with a specific investment or investment management decision.