Helping you navigate inherited IRA rules with clarity and confidence
National Life Group’s Advanced Sales Team is pleased to introduce new resources focused on Inherited IRA required minimum distributions (RMDs).
Given the complexity of this topic, we encourage you to join Advanced Sales for an upcoming session to gain a deeper understanding of these tools and how to apply them effectively with your clients.
Reserve your spot by registering for one of the sessions below.
Inherited IRA RMDs Made Simple:
A Practical Guide for Beneficiaries
1:00 p.m. ET; 12:00 p.m. CT
Sales & Marketing Resources
NEW! for consumers
- Inherited IRA RMDs Made Simple: A practical guide for beneficiaries | Interactive
- Inherited Traditional IRA Distribution Options: Step-by-step guide for individuals | Brochure
Use these guides to assist your clients in understanding the RMDs that may apply to them as an IRA beneficiary. They are approved as educational tools and are not individual tax or legal advice.
To engage consumers
- Demystifying IRA Required Distributions: What Everyone Needs to Know | PowerPoint presentation with invitation & follow-up email templates
- Inherited Traditional IRAs: Required Distributions Made Simple | Video | Email template (coming soon)
For agent use
- Setting Up an Inherited Account: Withdrawal options for beneficiaries | Guide
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