Your IRA beneficiary’s future success depends on you preparing them now. Once you've made your selection, you must educate them to ensure they are ready to manage their inherited IRA. Wondering what you both need to know?
In less than 20 minutes, learn how to:
- Evaluate your beneficiary family tree
- Understand essential laws and regulations
- Navigate important beneficiary actions and deadlines
- Protect your legacy by avoiding common pitfalls
Date: December 13, 2023
Duration: 18 minutes
Speaker: Tony Unkel - Business Development Manager at The Entrust Group
Presentation Deck: View or download the presentation slides here.
Presentation Audio: Stream or download the mp3 here.
Prefer YouTube Controls? Stream on YouTube here.
Timestamps for Presentation Highlights:
Section 1: IRA Beneficiary Basics
• Starts: 2:23
• Ends: 4:05
Section 2: What Benefactors and Beneficiaries Must Know
• Starts: 4:06
• Ends: 10:44
Section 3: Avoiding Common Legacy Planning Mistakes + Bonus Checklist
• Starts: 10:45
• Ends: 11:41
Section 4: Q&A
• Starts: 12:17
• Ends: 17:50
We host monthly webinars on a variety of topics. Check out our event page to learn about upcoming event.