Insights & Resources
Explore insights from Focus thought leaders and specialists on the financial decisions that shape your life and wealth. Browse articles, videos, podcasts, and other resources covering investing, retirement, tax and estate planning, business ownership, and more.
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Retirement Planning
April 02, 2025
What to Know About Inherited Retirement Accounts
Need clarity on the rules for passing down your individual retirement account to heirs? In this webinar, we break down the complex rules beneficiaries must follow when inheriting an IRA.
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Retirement Planning
June 07, 2024
Spousal Consent Requirements for IRAs
The spousal consent requirements when making withdrawals or changing beneficiary designations differ depending on the type of retirement plan. The state in which the couple resides may also change the rules. Therefore, it’s essential to learn the general laws and exceptions to make informed decisions.
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Estate & Trust Planning
June 04, 2024
What You Need to Know When Inheriting an IRA
In this session, Chief Planning Officer Jeffrey Levine discusses what IRA owners and their beneficiaries should know when transferring accounts to heirs.
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Retirement Planning
May 22, 2024
7 Critical IRA Errors to Avoid
Chief Planning Officer Jeffrey Levine shares information on the general principles of financial, insurance, investment, income, retirement and estate planning.
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