Wed, Aug 3, 2022 · 12:00 PM · Eastern Time (US & Canada)
About This Webinar
The overwhelming majority of married people will name their spouse as beneficiary of their IRA or 401K. As such, knowing the rules for when a spouse inherits an IRA is critical. Tune in to learn more, and how we can help you make the right decision.
The information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon. You should consult your attorney or tax advisor.
The views expressed in this commentary are subject to change based on market and other conditions. These documents may contain certain statements that may be deemed forward‐looking statements. Please note that any such statements are not guarantees of any future performance and actual results or developments may differ materially from those projected. Any projections, market outlooks, or estimates are based upon certain assumptions and should not be construed as indicative of actual events that will occur.
Del-Sette Capital Management, LLC (“Del-Sette”) is a registered investment advisor. Advisory services are only offered to clients or prospective clients where Del-Sette and its representatives are properly licensed or exempt from licensure.
For additional information, please visit our website at www.HappinessInRetirement.com.