Tactical Tuesday | Protecting Wealth and Securing Retirement: The Power of Life Insurance Inside a Qualified Plan
March 24 @ 1:00 pm - 2:00 pm
Celebrate National Employee Appreciation Day and learn how offering life insurance in qualified plans makes both dollars and sense. In this session we will answer the following questions:
- What important definitions relate to IRA distributions?
- How are IRA beneficiaries classified?
- When do IRA beneficiaires have to take distributions from an inherited IRA?
