Beyond retirement: Beneficiary planning and the Stretch IRA
Make sure your hard-earned retirement savings is distributed the way you intend. In this seminar, we’ll discuss the impact a beneficiary choice can have on your retirement accounts, how to streamline the estate settlement process, and how an IRA can be stretched to provide income to multiple generations.
Senior Strategist, Investor Education, E*TRADE Securities LLC
Michael Cannizzaro, CRPC®, CRPS®, RICP® is a Senior Strategist of Investor Education with E*TRADE Securities LLC. Mike brings over 20 years of experience in the financial services industry with a concentrated focus on retirement planning, investing and savings. Mike conducts educational seminars for E*TRADE clients through monthly web-based presentations online, as well as at live regional events. His qualifications and perspective have been shaped by his previous work experiences as a Financial Advisor and in training and education roles. Mike holds licenses including: FINRA Series 24, 7, and 66.