Navigating Inherited IRAs

Speaker: Cathleen Davis-Whitmore

Navigating Inherited IRAs is a foundational program designed to help financial professionals confidently interpret and apply the complex rules governing Inherited IRAs. Led by Cathleen Davis-Whitmore, MSW, CMO of Financial Cloud Works, LLC, this session explores how the SECURE Act and subsequent IRS guidance have reshaped beneficiary categories, distribution schedules, and tax implications. Through engaging visuals and real-world scenarios, participants will learn how to identify beneficiary types, apply appropriate distribution rules, and implement proactive strategies like Distribution Smoothing™ to optimize client outcomes. The program emphasizes practical guidance for advisors working with both individual and entity beneficiaries, including surviving spouses and successor beneficiaries.

Members $35
Nonmembers $50
Guests $35
Students $15