Q1 is over! Are you on track? Click here for a Q1 Review of your 2025 Business Plan!
No credit card, no obligation Financial Professionals only
Already a Horsesmouth member?
If your clients are receiving IRA distributions, they have the option of recalculating their life expectancies—which could dramatically increase their payoff over the long term.
The greatest wealth transfer in history is about to occur, and one of the primary mechanisms will be IRA distributions. Help your clients—and yourself—keep more of the assets intact by correctly navigating the maze of IRS regulations surrounding inherited IRAs.
Nag all you want—you'll still have clients who fail to update their beneficiary designations. Here's how to use disclaimers to correct mistakes like this after the fact, as well as build flexibility and asset protection into clients' estate plans.
IMPORTANT NOTICE This material is provided exclusively for use by Horsesmouth members and is subject to Horsesmouth Terms & Conditions and applicable copyright laws. Unauthorized use, reproduction or distribution of this material is a violation of federal law and punishable by civil and criminal penalty. This material is furnished “as is” without warranty of any kind. Its accuracy and completeness is not guaranteed and all warranties express or implied are hereby excluded.
Social Security and Medicare Workshop
With Elaine Floyd, CFP®
May 12–15, 2025
The Discovery Meeting Workshop: Transform Your Discovery Process
May 19–20, 2025