[REPLAY] Advanced Sales Top 5 from Athene

Recorded 12/12/2024 

Athene’s Advanced Markets team is celebrating its one-year anniversary with a recap of the top five topics the team helped address in 2024. Join Jay Kautt, Vice President of Advanced Markets, who’ll overview services the team offers plus provide an update on regulations that may impact your business. Learn more about:

• The Qualified Charitable Distribution and how it may apply to your clients
• Roth Conversions, the 5-year rule(s) and how an annuity works with a Roth IRA
• SECURE Act 2.0 and the new spousal inherited IRA election effective in 2024