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Tactical Tuesday | Preserve Your IRA Legacy: Passing Down Wealth and Wisdom

By April 15, 2026No Comments3 min read

Build knowledge, confidence, and stronger CPA partnerships through this year’s Advanced Sales webinar series.

Embrace National Financial Literacy Month and gain the wisdom needed to choose the right individual IRA beneficiaries to preserve and pass wealth to the next generation.  

Wealth transferred thorugh 2048 will total $124 trillion– $105 trillion is expected to flow to heirs while $18 trillion will go to charity.  1

  1. What important definitions relate to IRA distributions?
  2. How are IRA beneficiaries classified?
  3. When do IRA beneficiaries have to take distributions from an inherited IRA?

Program knowledge level: Advanced

Preserve Your IRA Legacy: Passing Down Wealth & Wisdom

Tuesday, April 28th
1:00 p.m. ET; 12:00 p.m. CT

Expand your expertise–register for the complete Tactical Tuesday webinar series.

Each session breaks down key Advanced Sales concepts in clear, easy-to-follow formats designed to help you learn, grow, and build confidence.

This series also offers an excellent opportunity to cultivate CPA relationships. CPAs who register and attend will earn one CPE credit per webinar.

 

May 26 Executive Benefits: Strategies to Recruit, Retain, and Reward Key Employees
June 23 Protecting Your Retirement Income with an Annuity
July 28 Estate Planning for Foreign Nationals
August 25 Estate Planning Basics
September 22 Your Legacy, Your Choice: Beneficiary Designation Life Lessons
October 27 Overview of Non-Qualified Annuity Taxation
November 17 Special Planning for Special Families
December 15 Secure the Future of a Business: Buy-Sell Agreements

All webinars begin at 1:00 p.m. ET; 12:00 p.m. CT.
Registration is limited. 

Learning Objectives: The attendees will be able to understand the webinar concept at a high level to help them identify needs and introduce the information to clients | Each Webinar Designed for: 1 CPE credit | Course Level: Varies | Delivery Method: Group Internet | Prerequisites: None | Advanced Preparation: None | Cost: None

Complaints: Complaints should be submitted in a written format to the program sponsor. Cases will be addressed on an individual basis. National Life Group (NASBA I.D. #103339) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. The State Boards of Accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org

 

1 American Society of Pension Professionals and Actuaries ‘Great Wealth Transfer’ Under Way, Expected to Hit $124 Trillion January 2025

 

 

TC8869692(0426)1

 

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