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Pass Your IRA Effectively to Your Heirs
About this event
Pass Your IRA Effectively to Your Heirs
Putting a beneficiary on your IRA may not be the best choice for a variety of family issues. Second marriages, loved ones with disabilities, or heirs with spending issues can bring challenges that can require special planning for IRA inheritances.Sponsored by Charlotte State Bank and Trust. This class may contain promotional materials.
Event Contact(s)
Christine Hause
Instructor
Category
PGICA - Education Class
Registration Info
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