A generational shift is coming when nearly 45 million U.S. households will transfer an estimated $68 trillion to heirs and charitable causes within the next 25 years.

This massive wealth transfer, coupled with new, post-SECURE-Act inherited retirement account rules, signifies a tremendous opportunity to share with clients your knowledge in establishing, updating, or maintaining their legacy plan.

It’s critical that clients and their heirs fully understand the inherited retirement account rules. Staying current on the available options can save taxes while preserving tax-deferred account status. By becoming an expert on the rules, concepts, and strategies governing generational wealth transfers of retirement assets, you’ll be armed with the knowledge necessary to better serve your clients and their heirs. This interactive seminar will provide you with advanced legacy-beneficiary, estate, and legacy strategies.

KEY TOPICS DISCUSSED

SECURE ACT
“Stretch” IRA
Naming a trust beneficiary
New, post-death beneficiary payout rules
Disclaiming
Your questions!

*CE eligibility for live audience only