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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. |
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- Vocabulary of Inherited IRAs
- Pre-Secure Act business
- Categories of beneficiaries
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