Webinar Registration

Refresher on Current & Proposed Rules for Inherited IRAS
Boost Your Client's Retirement Savings and Income Planning, Financial Planning outcomes and reduce out-of-pocket costs - CE Credit Available
Tuesday, August, 30
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ET
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75 minutes
Earn 1 CE credit Trusted by 10,000+ financial advisors
Larry Pon
Larry Pon, CPA
Tax Planning Educator

What You'll Learn

It's estimated that the millions of clients have inherited distributions each year will be impacted by the IRS's proposed new rules (in February) for inherited IRAs that were most recently changed in the 2019 Secure Act, which introduced a new 10-year payout rule for inherited…

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