Special Guest Webinar: Andy Ives, CFP®, AIF® - Trusts as IRA Beneficiaries
Naming a trust or estate as beneficiary of an IRA introduces a number of post-death issues and potential hurdles.
Before a trustee or executor touches any IRA funds, some foundational and oftentimes confusing details must be considered.
Be sure to tune in to learn the important details.
Mark Byelich is a Certified Financial Planner™ practitioner and also holds the Accredited Investment Fiduciary® designations. He is a member of Ed Slott’s Master Elite Advisor Group. This exclusive group is comprised of nearly 400 of the nation's top financial professionals who are dedicated to the ongoing training and mastery of advanced retirement account and tax planning laws and strategies.
Mark is committed to education and professional development in the financial services field and has been asked to speak by major news organizations and to his peers around the country about financial planning strategies.
Andy Ives, CFP®, AIF®, IRA Analyst
Andy Ives, CFP®, AIF®, brings 25 years of diverse experience in the financial services industry, ranging from managing client relationships to delivering expert-level IRA guidance. His depth of knowledge and engaging presentation style make him a highly sought-after speaker, particularly on the intricacies of IRA distribution planning. Andy is a core part of Ed Slott’s Elite IRA Advisor GroupSM presentations both on stage and behind the scenes, where he provides in-depth education on advanced IRA strategies. He also regularly presents at Ed Slott’s 2-Day IRA Workshop, Instant IRA Success and contributes to Ed Slott and Company’s IRA Success, powered by The American College of Financial Services.
Andy’s expertise has been widely recognized in the media, with frequent quotes in The Wall Street Journal and USA Today, as well as contributed articles for TheStreet.com. His consulting work with members of the Elite IRA Advisor Group allows him to stay attuned to the most pressing IRA concerns across the country, giving him unique insights into the pulse of the industry.
In addition to his speaking engagements, Andy is a featured expert on The American College’s Knowledge Hub+ platform, where he offers practical guidance to financial professionals. Throughout his career, Andy has partnered closely with advisors, business owners, and plan sponsors, bringing a well-rounded perspective to retirement and financial planning.
Andy earned the CERTIFIED FINANCIAL PLANNER™ designation in 2008 and the Accredited Investment Fiduciary® (AIF®) designation in 2014. He has served as both a Board Member and past President of the North Florida Chapter of the Society of Financial Service Professionals.
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Attleboro Wealth Management, LLC is a Registered Investment Adviser. This program is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Attleboro Wealth Management, LLC and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Attleboro Wealth Management, LLC unless a client service agreement is in place.