Protecting your value and legacy – Credit hours: 1

REGISTER

Credit hours: 1 | Not approved in: CA, CT, FL, GA, MT, NV, OK, VA, WA
Intended for CFP, CIMA, CLU/CHFC, CRPC, CRPS CPE

In this presentation, we will look at the new inheritance rules for individual non-spouse beneficiaries that the SECURE Act puts in place for IRA owners through a review of the rules, case studies, and an examination of some wealth transfer strategies that may be attractive for families to utilize in light of the SECURE Act changes.