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Monday, February 26, 2024

IRA Distribution Planning Seminar


Bryan Ruder, CFP®, AAMS®, AIF®, Associate Vice President/Investments with Stifel’s Evansville office, will host an informative seminar titled “IRA Distribution Planning: How Decisions Today Affect You and Your Heirs.”

Topics to be included are how and when to take required minimum distributions (RMDs) from individual retirement accounts (IRAs), IRA beneficiary planning, guidelines for inherited IRAs, how to make qualified charitable distributions form IRAs, and how the stretch IRA may affect the IRA owner and heirs.