Inherited IRAs: Rules and Client Conversations
Presented by Pacific Life and ESI
Watch the Recorded Webinar Here
This webinar addresses the various questions that may come up when someone inherits an IRA. As a financial professional, providing information regarding the available options to a beneficiary helps them and helps you. Beneficiaries of a now-deceased client may, in turn, be looking for investment help including, but perhaps not limited to, the account about which he or she is calling. One way to showcase your skills is by helping him or her navigate these complex rules. This recording will introduce and explain the rules around inherited IRAs, as well as address common client and beneficiary questions.
TC134077(0623)1
