"Pass Your IRA Effectively to Your Heirs" Seminar

4300 Aidan Lane,North Port FL 34287

09 February, 2023

Description

Pass Your IRA Effectively to Your Heirs | Are You Prepared?Join Charlotte State Bank & Trust Vice President Christine Hause and Portfolio Manager Angie Parsons for a series of estate-planning and investment seminars designed to address important issues to help you secure your family’s financial future. Putting a beneficiary on your IRA may not be the best choice for a variety of family issues. Second marriages, loved ones with disabilities, or heirs with spending issues can bring challenges that can require special planning for IRA inheritances. Investments are not a deposit or other obligation of, or guaranteed by, the bank, are not FDIC insured, not insured by any federal government agency, and are subject to investment risks, including possible loss of principal.