Description
Inherited an IRA or investment account? 🤔
Join us for a quick, informative session where we break down everything you need to know—without the overwhelm.
✨ Learn how different inherited accounts are taxed
📊 Understand the 10-year withdrawal rule
💡 Discover strategies to help reduce taxes
🚫 Avoid common (and costly) mistakes
Walk away feeling confident and prepared to make smart financial decisions 💼
Date and Time
Thu, June 11, 2026
12:00p - 1:00p CST
Location
Zoom: https://zoom.us/j/2431938700?pwd=lZezorbWDLWuapk4CtJsg2LJavFubK.1
Note
The Zoom link is listed above and will also be sent in a follow-up email before the event.
Registered Representative of, and Securities and Investment Advisory services offered through Hornor, Townsend & Kent, LLC (HTK), Registered Investment Advisor, Member FINRA/SIPC. 800-873-7637, www.htk.com. Wohlstand Wealth Strategies is unaffiliated with Hornor, Townsend & Kent, LLC. HTK does not provide legal or tax advice. Please consult a qualified tax advisor regarding your personal tax situation and a qualified legal professional for your estate planning needs.