Webinar – Rules for Inherited IRAs

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Rules for Inherited IRAs

This webinar took place on 12/19/2023, but you can watch it below.

Whether you are leaving an IRA as part of your legacy or if you are an IRA beneficiary, you must understand the rules for inherited IRAs.

Don’t miss this webinar when Reneika Lightbourne of Advanta IRA provides a comprehensive overview on beneficiary IRAs—aka inherited IRAs. You’ll learn how to leave a legacy to your loved ones via your retirement savings and what to do if you inherit a retirement plan.

She covers the rules for inherited IRAs, including:
• How these accounts work
• Designated and non-designated beneficiaries
• Rules on RMDs for spouses and non-spouse beneficiaries
• How to invest in alternative assets to build wealth in your IRA

About the Presenter

Reneika Lightbourne, CISP of Advanta IRA

Reneika Lightbourne, MBA, CISP

Reneika Lightbourne is a recognized self-directed IRA expert, a business development professional at Advanta IRA, and a recipient of the esteemed Certified IRA Services Professional (CISP) designation from the American Bankers Association.

Reneika started investing in alternative assets in 2014 and quickly realized the upside of this investment class. In 2017, she implemented self-directed IRA investing and became an Advanta IRA client. She wholeheartedly believes every American should take control of their retirement funds with a self-directed IRA, so she joined the Advanta IRA team to spread the word. With a passion for a diversified portfolio, Reneika has invested in private equity, real estate, digital assets, and private lending.

Details

Date:
December 19, 2023
Time:
12:00 pm - 1:00 pm EST
Cost:
FREE
Event Category:
Event Tags:
,

Organizer

Advanta IRA
Phone
800-425-0653
Email
info@AdvantaIRA.com
View Organizer Website

Other

Select an office location for this event
Tampa Bay, FL, Atlanta, GA, Online

Rules for Inherited IRAs

This webinar took place on 12/19/2023, but you can watch it below.

Whether you are leaving an IRA as part of your legacy or if you are an IRA beneficiary, you must understand the rules for inherited IRAs.

Don’t miss this webinar when Reneika Lightbourne of Advanta IRA provides a comprehensive overview on beneficiary IRAs—aka inherited IRAs. You’ll learn how to leave a legacy to your loved ones via your retirement savings and what to do if you inherit a retirement plan.

She covers the rules for inherited IRAs, including:
• How these accounts work
• Designated and non-designated beneficiaries
• Rules on RMDs for spouses and non-spouse beneficiaries
• How to invest in alternative assets to build wealth in your IRA

About the Presenter

Reneika Lightbourne, CISP of Advanta IRA

Reneika Lightbourne, MBA, CISP

Reneika Lightbourne is a recognized self-directed IRA expert, a business development professional at Advanta IRA, and a recipient of the esteemed Certified IRA Services Professional (CISP) designation from the American Bankers Association.

Reneika started investing in alternative assets in 2014 and quickly realized the upside of this investment class. In 2017, she implemented self-directed IRA investing and became an Advanta IRA client. She wholeheartedly believes every American should take control of their retirement funds with a self-directed IRA, so she joined the Advanta IRA team to spread the word. With a passion for a diversified portfolio, Reneika has invested in private equity, real estate, digital assets, and private lending.