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Secure Act & Inherited IRAs virtual workshop

October 10, 2024 @ 10:00 am - 12:00 pm

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 clients’ strategies.
Topics to be discussed:
  • Vocabulary of Inherited IRAs
  • Pre-Secure Act business
  • Categories of beneficiaries