IRA Conversations With Appleby Ep 5 -Guest Beth Blecker- Beneficiary Planning- Impact of SECURE Act
Get information about Beth here https://easternplanning.com
Facebook: EasternPlanning
LinkedIn: company/eastern-planning-inc
Twitter: EasternPlanning
[email protected]
In this episode of #IRAConversationsWIthAppleby, we discussed the importance of beneficiary designations for retirement accounts and the operational requirements for ensuring that the 'right' beneficiary inherits your retirement account. The conversation also include the impact of the SECURE Act on beneficiary options and certain resultant considerations.
Facebook: EasternPlanning
LinkedIn: company/eastern-planning-inc
Twitter: EasternPlanning
[email protected]
In this episode of #IRAConversationsWIthAppleby, we discussed the importance of beneficiary designations for retirement accounts and the operational requirements for ensuring that the 'right' beneficiary inherits your retirement account. The conversation also include the impact of the SECURE Act on beneficiary options and certain resultant considerations.
Тэги:
#IRATips #IRA #401(k) #Retirement_Planning #Retirement_Plans #Roth_IRA #Traditiomal_IRAКомментарии:
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