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Tactical Tuesday | Preserve Your IRA Legacy: Passing Down Wealth & Wisdom

April 28 @ 1:00 pm (EDT) - 2:00 pm (EDT) EDT

Embrace National Financial Literacy Month and gain the wisdom needed to choose the right individual IRA beneficiaries to preserve and pass wealth to the next generation. In this session we will answer the following questions:

  1. What important definitions relate to IRA distributions?
  2. How are IRA beneficiaries classified?
  3. When do IRA beneficiaires have to take distributions from an inherited IRA?

 

 

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