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SECURE Act Deadline: Inherited IRA Decisions Your Family Cannot Afford to Delay

Data

martedì, 20 ottobre 2026

Orario

10:00 America/Los Angeles

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Programma

About this event

Families inherit an IRA without realizing the SECURE Act dramatically changed the distribution rules. Missing key requirements or waiting too long to act could lead to unexpected tax consequences and missed planning opportunities. In this webinar, you'll learn how the 10-year distribution rule works, who it affects, and the important decisions beneficiaries should consider before critical deadlines arrive. Join us to discover the steps that can help you make more informed decisions about inherited retirement assets.

Advisory services through Wealth Enhancement Advisory Services, LLC, a registered investment advisor and affiliate of Wealth Enhancement Group®. Wealth Enhancement Group is not affiliated with or endorsed by your company. This information is not intended as a recommendation or to provide individualized tax or legal advice. Discuss your specific situation with a qualified tax or legal professional. The opinions are subject to change at any time, and no forecasts can be guaranteed. Investment decisions should always be made based on an investor's specific circumstances. Investing involves risk, including potential loss of principal.

The Retirement Group
5414 Oberlin Drive
San Diego, CA 92121
(800) 900-5867


Tyson Mavar

Tyson Mavar is an SVP, Financial Advisor at Wealth Enhancement. He has been working with Fortune 500 clients for many years and is very familiar with your benefits. His goal is to help corporate employees successfully transition from their company into a happy retirement.

Credits: Tyson has had articles published in MarketWatch, along with several ABC, NBC & Fox Affiliates.

Fun Fact: Tyson's uncle and cousin are characters on the hit TV show The Deadliest Catch on Discovery Channel.

Tyson received a Bachelor of Arts in Financial Economics from Western Washington University and is a Retirement Income Certified Professional (RICP®).