Are you confused about the IRA rules and Required Minimum Distributions (RMDs) with all the recent changes brought by the SECURE Act? This two-part course will help clarify these topics in detail.
Inherited IRAs: What Beneficiaries Need to Know
Key Topics Covered:
- SECURE Act Overview: Key changes affecting inherited IRA RMDs.
- Impact on Beneficiaries: Understanding inherited IRA RMD rules for traditional IRAs and differences for inherited Roth IRAs, the 10-year payout rule, and strategies for beneficiaries to manage their inherited accounts.
- Planning Strategies: Tips to avoid penalties and minimize taxes.
Join us to learn how to maximize your IRA, manage RMDs, and plan for your legacy.
*Please note, CPE is not offered for this webinar.
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