The Biggest Mistakes That Cost Heirs Thousands
— And How to Avoid Them
Think your will or trust determines who inherits your IRA?
Think again. One wrong move can completely derail your legacy.
This eye-opening session reveals the most common and costly mistakes that derail inheritances — and what you can do to protect your heirs from legal surprises, avoidable taxes, and unnecessary stress. If you have an IRA and care about what happens to it after you’re gone, this is a must-watch.
What You’ll Learn
- Why the beneficiary form — not your will — controls who inherits your IRA
- The 3 types of beneficiaries under the SECURE Act and how each is taxed
- Real-world horror stories where families were disinherited or lost thousands
- Why naming your estate or trust can backfire if not done correctly
- How to use spousal rollovers, disclaimers, and updated forms to preserve your legacy
This Video is Perfect For
IRA owners who want to protect their family’s inheritance
Anyone who hasn’t reviewed their beneficiary forms recently
Advisors or adult children navigating an inherited IRA
People concerned about tax-smart estate planning
ON-DEMAND VIDEO COURSE | ~34 MINUTES | INSTANT ACCESS
Led by Sarah Brenner, JD, Director of Retirement Education,
with contributions from Ed Slott, CPA, and the Ed Slott and Company team of IRA Experts.
Each session is short, focused, and actionable — designed to save you thousands without wasting a minute of your time.
LIMITED TIME OFFER
This session is part of Ed Slott and Company’s Complete Retirement Tax-Saving Toolkit —
2 hours of retirement tax-saving strategies valued at $588. Get all 4 courses today for just $297.
— or —
Prefer just this session? Add it to your cart for $147.