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Aired On
Jan 19 2022
2:00 pm - EST
Image IRA Tune-up – Ignored issues in IRAs and Retirement Accounts Watch on GoTo Webinar

Did you set up your IRA years ago with beneficiaries? Many of us ignore our IRAs until distributions are required, but the rules have changed. What happens when you die? Again, the rules have changed for non-spouse beneficiaries. Roth IRA – what is going on in Congress, there are some proposals that will change how Roth IRAs work.

Retirement accounts have had some changes too.

It is time to check your IRA and see if it is set up to correctly work for you and your heirs.

Contributed By:

Interactive Brokers

Presented By:

head shot Nancy Nelson

Nancy Nelson

CPA

Interactive Brokers

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