Join our Managing Partners, Josh, Joe, and Ari, and Marketing Coordinator, Sara, for the second edition of our PWA monthly round table! These are a series of 30 minute, high-level discussions on a plethora of financial planning topics.
We will be hosting on Facebook live! This will be a one-time showing with no recording available, so make sure you tune in for the chat.
For our second event, we'll be discussing Inherited IRAs. An inherited IRA, also known as a beneficiary IRA, is an account that is opened when an individual inherits an IRA or employer-sponsored retirement plan after the original owner dies. The SECURE Act of 2019 abolished the Stretch IRA for most beneficiaries, making it incredibly important we monitor those account closer. Join us to chat about the new regulations, how they work, and how to make the Inherited IRA work best for you.
Date and Time
Wed, Feb 09, 2022
1:00p - 1:30p PST