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Thursday, November 30, 2023

IRA Distribution Planning Seminar


Bryan Rudder, a financial advisor with Stifel’s Evansville office, will host a free informative seminar "IRA Distribution Planning: How Decisions Today Affect You and Your Heirs," covering topics like IRA beneficiary planning, guidelines for inherited IRAs, how to make qualified charitable distributions from IRAs, and how the stretch IRA may affect the IRA owner and heirs.

To reserve a seat, call or visit Stifel’s office at 3000 E. Morgan Ave.