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IRA Distributions for Surviving Spouses

Specific Rules, Deadlines & Strategies That Could Save Tens of Thousands

One of the most overlooked financial decisions after losing a spouse. This class walks through the specific rules, deadlines, and strategies that could save tens of thousands in taxes — and the mistakes that cost families even more.

Live sessions added monthly
60 min
Live Zoom + Full Recording
Free

Your Instructor

SS

Silver Superheroes Financial Team

Licensed Financial Professionals

Reserve Your Spot

Free to attend — confirm your seat and we'll send you everything you need.

Live sessions added monthly
60 min
Live Zoom + Full Recording
Free

No credit card. No obligation. We'll only contact you about IRA Distributions for Surviving Spouses and Silver Superheroes events.

What you'll cover

What's in this class

Spousal rollover vs. inherited IRA rules — knowing the difference
Required minimum distributions after losing a spouse
Tax strategies for the transition year
Working with a financial advisor on timing
The most common mistakes — and how to avoid them

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About Silver Superheroes

Silver Superheroes is a curated network of trusted professionals serving seniors and families through major life transitions. Education first. Relationship always. No sales pitch — ever.

Visit community.silversuperheroes.com·See all upcoming events·Join the network