We combine proven market knowledge and sound investment strategies to minimize risk for client peace of mind and long-term benefit. At J.L. Bainbridge, we put our clients first, and have for more than 35 years. If we sound a little different, it's because we are.
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Inheriting a retirement account can be confusing — there are stringent guidelines to follow, tax ramifications to keep in mind and long-term benefits and disadvantages to consider.