Demystifying Inherited IRAs

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!


Register now

Thursday, December 7, 2023
11 a.m. - 12 p.m. Eastern