On
July 9, 10, and 11, Piershale Financial Group hosted a seminar workshop that
reviewed retirement strategies and how to properly protect assets to solidify a
secure retirement. With new tax laws and
distribution rules, we understand that clients can have a challenging time in
transferring any wealth. With that in mind, our workshop highlighted ways to
successfully determine the beneficiary of an IRA, the ins and outs of inherited
IRAs, how to reduce income taxes by allowing the beneficiary to stretch
distributions, and much more.
Before clients take any action in passing wealth, we stress
the importance of understanding all rules and laws connected with inherited
IRAs. While it can be complicated, it’s vital to be knowledgeable in this area
so that plans can be streamlined and your heirs will not suffer any financial
consequences.
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We host a number of seminar series throughout the year, so check back to the blog soon as we will announce our upcoming workshops.
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