Financial planning for financial wellness: a video series
Optimize your financial situation with our quick and informative videos
Financial planning for financial wellness: a video series
When it comes to financial planning, there are steps you can take to ensure your short- and long-term financial goals are met. In this video series, we will cover a variety of topics from what you should do when preparing for the birth of a child to the difference between Roth and traditional IRAs.
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Inherited IRAs
Inherited IRAs are retirement accounts passed to beneficiaries after the owner’s death, with rules that vary by beneficiary type. Knowing your beneficiary category and following the right distribution schedule is key to managing an inherited IRA. To learn more and understand how these rules could affect you, please watch the following video.
