| Baltimore-Washington Financial Advisors invites you to an interactive workshop exploring the advantages and disadvantages of naming a trust as the beneficiary of an IRA. Learn how the SECURE Act has changed beneficiary planning and the potential tax, estate planning, and asset protection considerations involved.
WEBINAR
JULY 14, 2026
11:45 AM – 1:00 PM
TOPICS WILL INCLUDE:
- How can I protect my beneficiaries?
- How can I protect my assets?
- Multi-generational wealth provided by trusts
- Possible higher taxation – trust tax brackets are higher than individuals
- Accelerated distribution – loss of tax deferral (Secure Act requires 10 years)
- Loss of multiple beneficiary tax planning
PRESENTERS:
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