Inheriting IRA’s: Traditional Vs. Roth

Financial Planning, Wealth & Tax Advisory

Join David Schlossberg in this enlightening video as he provides an insightful perspective on understanding Traditional and Roth IRAs from the perspective of the beneficiary. Gain valuable insights into the benefits and considerations of both IRA types, and learn how to make informed decisions that can shape your financial future. Explore the nuances of inheritance planning and discover how to maximize your IRA’s potential for your beneficiaries. Tune in now to equip yourself with essential knowledge and secure your family’s financial well-being for generations!

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by outside parties to provide information on a topic that may be of interest. These outside parties are not affiliated with the named representative, broker – dealer, state – or SEC – registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Assured Concepts Group Ltd. is neither a broker-dealer nor an investment adviser. Securities and Variable Insurance products are offered through Purshe Kaplan Sterling Investments www.pksinvest.com, member FINRA/SIPC, www.finra.org, www.sipc.com. Advisory services provided through Assured Advisory Group, LLC, a Registered Investment Advisory Firm. Purshe Kaplan Sterling Investments is a full service brokerage firm, operated primarily through independent registered representatives.

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