Inherited Retirement Accounts

If you are the recipient of an inherited retirement account you may be required to take a distribution in 2025. Please reach out to your personal tax advisor to discuss further.

Stephen J. Bravo & Co

Stephen J. Bravo & Company has provided tax & accounting services to individuals, trusts, estates and small businesses since 1988. Our firm is dedicated to providing the highest level of client service possible.

We understand the expectation for privacy and have established policies and procedures to ensure that all client information is kept secure at all times.

While the information on this site is about tax issues, it is not tax advice or tax representation. If you have specific questions please contact us.

The best way to contact us is by email!

904 Concord Street
Framingham, MA 01701

Phone: (508) 872-4002
Fax: (508) 872-0055

The best way to contact us is by email!