You need to be logged in to view this video

Managing IRAs, especially during the distribution years, can be tricky and complex. IRAs often are among the most valuable assets of most families, and there are many choices and strategies available. Too many people don't use the optimum strategies or unwittingly violate IRS rules. The result is thousands of dollars in unnecessary taxes and penalties. Robert Carlson will cover required distributions, estate planning, what beneficiaries need to know, the best ways to take distributions, conversions to Roth IRAs, and more.
Robert Carlson
Duration: 45:00