May 30th, 202411:30 a.m. Central

May 30th, 2024 | 11:30 a.m. Central

Virtual

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What You Need to Know When Inheriting an IRA

Will an individual retirement account (IRA) be part of your wealth transfer plan? While many individuals own IRAs for their tax benefits, the rules for using the funds become even trickier for those who inherit the accounts. As the beneficiary, your options will depend on a variety of factors, which could have significant tax consequences. In this session, Buckingham’s Chief Planning Officer Jeffrey Levine will discuss what IRA owners and their future beneficiaries should know when transferring accounts to heirs.

In this session, he will cover:

  • The different types of beneficiaries, such as spousal and non-spousal
  • The inheritance rules that apply to different beneficiary types
  • Strategies to mitigate adverse tax impacts for the beneficiary types that have less beneficial provisions

Thank you for the interest in our recent virtual event!

To view the recording, please visit the resources page of our website. The replays are generally available around a week following the live presentation.

Resources

Featured Speakers

  • Jeffrey Levine, CFP®, CPA, PFS, CWS, AIF, RICP, ChFC®, BFA™

    Chief Planning Officer

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    Jeffrey serves as a technical resource for advisors and the firm’s primary thought leader regarding evidence-driven planning concepts and strategies. He excels at distilling complex financial laws and policy into understandable resources. His work at Buckingham gives him the ability to train and educate hundreds of advisors and support them in their pursuit of helping clients fulfill their financial dreams.

  • Don Rochleau, CFP®

    Director of Client Development

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    Don helps ensure clients and prospective clients have an outstanding experience as they begin their relationship with Buckingham. His collaborative working relationship with Buckingham's diverse, experienced wealth advisory teams enables him to help prospective clients find the ideal fit based on their unique goals and circumstances.

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