Preparing your IRA beneficiary is a great responsibility. Beyond selection, savvy investors educate beneficiaries to ensure they are ready to manage their inherited IRA. Wondering what to teach them?
Learn how to prepare your beneficiary from the IRA maestro of The Entrust Group, John Paul Ruiz. After watching this replay, you will know:
- How to evaluate your beneficiary family tree
- Which laws and regulations all benefactors and beneficiaries must know
- The order of required beneficiary actions and important dates
- How to avoid common pitfalls
Date: November 15, 2021
Duration: 111 Minutes
Speaker: John Paul Ruiz - Director of Professional Development at The Entrust Group
Presentation Deck: View or download the presentation PDF here
Presentation Audio: Stream or download the mp3 here
We host monthly webinars on a variety of topics. Check out our event page to learn about upcoming event.