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I’ve Just Inherited a Beneficiary IRA – Now What?

I’ve Just Inherited a Beneficiary IRA – Now What?

Author: Randy Takaki,
Date: 30 Sep 2021

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Contact Info

TAKWEALTH
21151 S. Western Ave #157
Torrance, CA 90501

Phone: (424) 334-3124

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About TAKWEALTH

TAKWEALTH, located in Torrance, California and serving The Greater Los Angeles area, is a modern, boutique wealth management practice that offers individuals, couples, families, and business owners a different financial planning experience. Our technical, data-driven approach and higher service level help you optimize your resources so you can stay on track to achieving your goals.

Randy Takaki offers financial planning and investment advisory services and programs through Pruco Securities, LLC (Pruco)(Member SIPC) under the marketing name Prudential Financial Planning Services (PFPS), pursuant to a separate client agreement. Offering insurance and securities products and services as a registered representative of Pruco, and an agent of issuing insurance companies. TAKWEALTH is not affiliated with The Prudential Insurance Company of America and its affiliates, including Pruco. Other products and services may be offered through a non-Prudential entity. 1-800-778-2255.

TAKWEALTH and its representatives do not render tax or legal advice. Please consult with your own advisors regarding your particular situation.

TAKWEALTH does business in the following states:
Securities: (CA, TX, UT, PA, ID, HI)
Life Insurance: CA License #4221870)
Annuities: (CA, TX, UT, PA, ID, HI)

1061543-00002-00

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