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Tax-Planning Strategies Provided by Inherited IRAs and NQ Stretches

Join Josh Lumme and Special Guests on January 27th at 3:00 ET and discover how you can capitalize on tax-planning strategies provided by inherited IRAs and NQ stretches


Did you know that the JourneyMark FIA from Legacy & Integrity Life can help you capitalize on these tax-planning strategies provided by inherited IRAs and NQ stretches?


Whether you answered yes or no, you won't want to miss this educational web class as Josh & Special Guests share:

  • How NQ stretch and inherited IRAs work
  • Lifetime and post-death distribution strategies
  • Where to find a home for your client’s inherited IRA money despite Secure Act changes to inherited IRA rules
  • Ways to make these planning opportunities stick when you come across them
  • Resources to help you and your clients better understand these markets

Don't miss out, take advantage of these proven strategies with your clients.

Register Now!
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