IRA Beneficiary
2. What You Will Learn
In this presentation, you will learn about the latest rules that affect tax-deferred plans.
You will learn about the five options you have for beneficiary.
You will learn how naming the right beneficiary can let you turn even a modest tax-deferred account into millions for your family.
You will learn how your choice of beneficiary will affect how long the tax-deferred growth can continue after you die, and how much your family will have to pay in estate taxes.
The information in this presentation will be explained in plain English-no legalese-and the entire presentation will take about 30 minutes.
So we can end on time, please write down your questions as you think of them and hold them until the end. I'll be happy to answer them then.
Now, let's get started.