Event Registration —

Solving Beneficiary Issues

This pre-recorded webinar will be available starting February 15, 2023. Watch as many times as you want and follow along with our reproducible outline so you don't miss anything important.


This webinar will cover topics such as:


   - Updated for New Law - SECURE 2.0 Act of 2022

   - Avoiding mistakes when beneficiaries inherit an IRA

   - New withholding rules for 2023

   - Solutions to common beneficiary IRA problems


After watching the webinar, take advantage of the FREE phone-in Q&A session!




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