What to Know About Inherited Retirement Accounts

Whether you already have a financial plan or are just getting started, this session will help you navigate what to know when becoming an IRA beneficiary. Join Jeffrey Levine, Chief Planning Officer of Focus Partners, as he breaks down the complex rules beneficiaries must follow when inheriting an IRA.

What you’ll learn:

• Quick IRA Overview – Understanding the basics of IRAs and their significance in financial planning.
• Beneficiary Determination – What factors determine beneficiary status.
• Types of Beneficiaries – Differences between spouse, non-spouse, and other beneficiary classifications.
• Rules That Apply to All Beneficiaries – Key rules that impact all types of beneficiaries.
• Rules for Individual Beneficiaries – Special considerations for specific types of beneficiaries.
• When There is More Than One Beneficiary – How rules change when multiple beneficiaries are involved.

Services are offered through Focus Partners Advisor Solutions, LLC (“Advisor Solutions”) and Focus Partners Wealth, LLC (collectively referred to in this document as “Focus Partners”), SEC registered investment advisers. Registration with the SEC does not imply a certain level of skill or training and does not imply that the SEC has endorsed or approved the qualifications of the RIAs or their representatives. Prior to January 2025, Advisor Solutions was named Buckingham Strategic Partners, LLC, and Focus Partners Wealth was named The Colony Group, LLC. The webinar is educational and is not intended to be specific investment, tax, or legal advice, nor a substitute for personalized individual advice. Numerous representatives of Focus Partners may provide investment philosophies, strategies, or market opinions that vary. The appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives. Please be advised that Focus Partners only shares video and content through our website or other official sources. Services and investment advice are only provided pursuant to an advisory agreement with the client. © 2025 Focus Partners Wealth, LLC and Focus Partners Advisor Solutions, LLC. All rights reserved. RO-25-4232716