Demystifying Inherited IRAs is a virtual workshop that focuses on how IRA rules have changed since the passage of the Secure Act and what financial professionals can do to optimize their client’s strategy.
Topics covered:
- Vocabulary of Inherited IRAs
- Pre-SECURE Act Business
- Categories of Beneficiaries
You’ll also have a chance to hear from our leaders on the exciting changes coming in 2024. Register today to learn more!