steps after inheriting IRA

You’ve Inherited an IRA—Now What?

There are several ways an inheritance may be passed from one person or entity to another, and one of these is through an individual retirement arrangement, aka IRA account. At Rowland Miller + Partners, we provide investment management, and retirement planning is an important aspect of assisting clients with their investment objectives. We manage many […]

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Janet Miller

With Gratitude

As we embark upon a new phase in the firm founded by Mark Rowland in 1977, we have a few acknowledgments.  The Future Thinking community of the Center for Authentic Leadership challenged me to look at the legacy of our company and was crucial in putting me on the path to working with GRM to […]

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