Planning for the future means making sure your IRA assets are passed on the way you intend. Join our upcoming webinar to learn the basics of IRA beneficiary planning, how inherited IRA distributions work, and what steps you can take now to help ensure a smooth, tax‑efficient transfer of your retirement assets—plus the most common beneficiary errors to avoid.

This webinar will start at 12pm Central / 10am Pacific and will last roughly an hour.

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This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor.