The accreditors of this session require that you periodically check in to verify that you are still attentive.
Please click the button below to indicate that you are.
IRAs today make up a significant portion of an individual’s portfolio. However, handling them as part of an estate, both before and after death, can be a minefield. This session will cover:
Beneficiary designationsUnderstanding when distributions must begin after deathUnderstanding the differences between spousal beneficiaries and non-spouse beneficiariesPost-death planning opportunities with IRAs