925.222.5574
Free Consultation
Logo Logo Logo Logo Logo
  • About
    • About Angela
    • Who WWM Serves
  • Our Approach
    • Services
    • Process
  • Resources
    • Appearances
    • Blog
  • Get In Touch
  • Client Portal
  • About
    • About Angela
    • Who WWM Serves
  • Our Approach
    • Services
    • Process
  • Resources
    • Appearances
    • Blog
  • Get In Touch
  • Client Portal
29 Aug

You Inherited an IRA, Now What?

Inheritances come in all shapes and sizes, whether an heirloom left to you by a loved one or a life-changing financial windfall. Regardless of the form it takes, figuring out what to do next can be a crucial question. This is especially true with inherited...

22:02 / Family Financial Planning / Family Legacy Planning / Money / Retirement Income Planning / Wealth Management / Angela Wright

Get In Touch

Phone: 925.222.5574‬

1655 North Main Street, Suite 360  |  Walnut Creek, CA 94596

 

*Angela Wright, (represented under the trade name “Wright Wealth Management, LLC”) is an Investment Advisor Representative of Gemmer Asset Management LLC (“GAM”), an investment adviser registered with the Securities and Exchange Commission that maintains its principal place of business located in Walnut Creek, California. See disclosures. See Client Relationship Summary Form CRS.

  • Facebook
  • Instagram
  • LinkedIn
  • YouTube
  • TikTok

© 2025 Wright Wealth Management LLC. All Rights Reserved  •  Terms of Use | Privacy Policy | Disclosure