What You Should Know About Choosing Your Beneficiary Plan

Date:
Wednesday, 03/14/2018
Time: 6:00 pm

Category:


In this educational program, you will learn the factors that go into choosing and naming IRA beneficiaries. We will give an overview of the distribution options available to various beneficiaries and the considerations and consequences of those choices. You’ll learn many of the common pitfalls and what you need to do to potentially avoid them. We’ll conclude with a couple planning scenarios helpful in making your own beneficiary planning.  Investment advisory services offered through Sigma Planning Corporation, a registered investment advisor: 300 Parkland Plaza Rd., Ann Arbor, MI 48103 (734) 479-1400. This program is presented by Patrick Shope of Shope and Associates.

Register at the Adult Service desk or call the library at 734-426-4477.

Contact: lryan@dexter.lib.mi.us
Location: Dexter District Library – Lower Level


6:00 PM 6:00 PM America/Detroit What You Should Know About Choosing Your Beneficiary Plan

In this educational program, you will learn the factors that go into choosing and naming IRA beneficiaries. We will give an overview of the distribution options available to various beneficiaries and the considerations and consequences of those choices. You’ll learn many of the common pitfalls and what you need to do to potentially avoid them. […]

Dexter District Library swright swright@dexter.lib.mi.us