Recent inherited IRA rule changes have created new challenges for families with retirement assets. Many AT&T employees are unaware of how the 10-year distribution rule could affect beneficiaries and create unexpected tax consequences. In this webinar, we'll explain the latest rules and discuss beneficiary planning, Roth conversion considerations, and trust-related strategies. You'll gain valuable insight into how retirement assets may transfer to future generations. Reserve your seat to learn how these changes could impact your family's plans.

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 AT&T. 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.