Maximizing Inherited IRA SNTS and Probate Estate Consolidation

Maximizing Inherited IRA SNTS and Probate Estate Consolidation
Discover the inherited IRA SNT “magic trick” to preserve benefits, maximize tax savings, stretch RMDs, and navigate key IRS rulings. Learn practical strategies to efficiently marshal IRAs and other financial assets while navigating the complexities of working with financial institutions. This program will clarify recognition requirements for roles (e.g. personal representative, power of attorney, etc.), provide time-saving tips for dealing with Computershare, transfer agents, Medallion signature guarantees, and others, and outline key "Know Your Client" requirements. Discover cost-effective solutions to avoid common challenges and identify six costly red flags in financial asset management.
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