Podcasts/Recorded Webinars

  • $49

Understanding the Uses of Trusts: Webinar Recording: With Steven Siegel J.D., LLM (Taxation)

  • Course
  • 4 Lessons

A recording of a webinar: Speaker Presenter Steven Siegel, J.D., LLM (Taxation). Recorded January 26, 2024. Duration is 2 hours including audience Q&A. Watch as often as you want to. Download the handouts.

  • $27

Distribution Options for Beneficiaries Under SECURE Act 1.0 and 2.0

  • Course
  • 4 Lessons

A recording of a webinar: Speaker Denise Appleby. Recorded 12/10/2023. Duration is 50 minutes Watch as often as you want to. Download the handouts

  • $19.95

Roth IRA Beneficiary Distribution Options: Pre and Post SECURE Act

  • Course
  • 4 Lessons

A recording of a webinar: Speaker Denise Appleby. Recorded 12.14/2023. Duration is 45 minutes plus audience Q&A. Watch as often as you want to. Download the handouts