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Ways to Manage Your Beneficiaries

Below are strategies that could help you address naming a non-spouse beneficiary to your IRA. And If you get remarried, how to take care of your spouse without un-inheriting  your children or grand-children.

How the Secure Act effects your non-spousal beneficiaries and a strategy to fix it*

How to make sure your IRA does not uninherited your children if you get remarried*

To schedule a time to review your options compete the below form today?

*For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LCC nor any of its representatives may give legal or tax advice. Distributions from traditional IRAs and employer sponsored retirement plans are taxed as ordinary income and, if taken prior to reaching age 59½, may be subject to an additional 10% IRS tax penalty.