Financial Class Series: Understanding your options with Beneficiary (Inherited) IRAs

Sign up for 1, 2, 3 or all 4 to learn more!Instructor Rob Stephenson will help you to understand more about RMDs, IRAs, 401s and retirement.Financial content is not endorsed by JCSD/JCE and is being provided for informational purposes.Course content is the responsibility of the instructor providing the course.

When the owner of an IRA passes away the beneficiary(s) has several options.The beneficiary’s age and relationship to the owner are important determining factors.This class will teach you which options are available and provide the best solution depending on the beneficiary’s situation and goals.Examples will show how to minimize taxes and avoid penalties.

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W19AE8
Summit Middle School : Classroom
Thursday, Apr 11
6:30 - 7:30 PM

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Ages   18 yr. - 99 yr.

Price: $ 10 00