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Retirement income PLANNING EDUCATIONAL SERIES 

Lunch Webinar:

IRAs at Death & Beyond

Event Information:

Date: April 25, 2023

Time: 1:00 PM

Location: Virtual - Webinar log in details will be sent after registering


Bob Keebler, CPA

Please join Bob Keebler, CPA to review the following

You'll learn:

- New estate planning best practices for IRAs

- Planning for the surviving spouse

-Planning to capture the exceptions to the new 10-year rule

-Nuisances to the new 10-year rule


Schedule a Quick Call