IRA Distribution Planning
May 28 @ 6:00 pm - 8:00 pm
We get many questions each year regarding the retirement accounts that our clients’ beneficiaries will inherit after they have passed. During this webinar, Attorneys Quinn and Gove will discuss the general concepts of IRA Distribution Planning and frequently asked questions when it comes to this topic. For example, some questions that will be answered are: Why must my beneficiary designation be my Trust? What will happen if my beneficiaries inherit?
To register, please fill out the form below or contact Brianna Mangiacotti via email bmangiacotti@legacycounsellors.
The deadline to register is Friday, May 24.