EP24: Trust as IRA Beneficiary – 6.4.23

June 4th, 2023

TRUST AS IRA BENEFICIARY
FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS

with Lawrence M. Post | CPA, MST, CFP®, CIMA®
Senior Tax & Planning Advisor
BWFA

and special guest
Tyler Kluge, CFP®, CPWA®, CDFA®, CEPS
Financial Planner, BWFA

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