Understanding Inherited Assets Seminar
June 11 @ 12:00 pm - 1:00 pm
Inherited an IRA or investment account? 🤔
Join us for a quick, informative session where we break down everything you need to know—without the overwhelm.
✨ Learn how different inherited accounts are taxed
📊 Understand the 10-year withdrawal rule
💡 Discover strategies to help reduce taxes
🚫 Avoid common (and costly) mistakes
Walk away feeling confident and prepared to make smart financial decisions 💼