Drafting IRA Trust Provisions
Are your clients' retirement assets truly safe and available for their loved ones? After the SECURE Acts, traditional IRA planning strategies are out, and new challenges - along with new opportunities - are in. We'll dive deep into the strategic use of trusts, including conduit, accumulation, and Applicable Multi-Beneficiary Trusts (AMBTs) and advanced planning for special needs beneficiaries, minors, and charitable giving. You'll learn to navigate the intricacies of the 10-year distribution rule and its critical exceptions, ensuring your clients avoid common pitfalls and seize every available advantage. Move beyond outdated approaches and gain the clarity and confidence to draft robust, compliant, and highly effective IRA trust provisions. Help your clients protect their hard-earned retirement savings and achieve their ultimate financial and philanthropic goals. Register today!
- Understand fundamental IRA rules and tax implications.
- Analyze the impact of the SECURE Act and SECURE 2.0 on IRA distributions.
- Differentiate between "conduit" and "accumulation" trusts and their tax consequences.
- Draft precise "see-through" trust language for IRA beneficiaries.
- Develop strategies for asset protection and special needs planning within IRA provisions.
Drafting IRA Trust Provisions
Are your clients' retirement assets truly safe and available for their loved ones? After the SECURE Acts, traditional IRA planning strategies are out, and new challenges - along with new opportunities - are in. We'll dive deep into the strategic use of trusts, including conduit, accumulation, and Applicable Multi-Beneficiary Trusts (AMBTs) and advanced planning for special needs beneficiaries, minors, and charitable giving. You'll learn to navigate the intricacies of the 10-year distribution rule and its critical exceptions, ensuring your clients avoid common pitfalls and seize every available advantage. Move beyond outdated approaches and gain the clarity and confidence to draft robust, compliant, and highly effective IRA trust provisions. Help your clients protect their hard-earned retirement savings and achieve their ultimate financial and philanthropic goals. Register today!
- Understand fundamental IRA rules and tax implications.
- Analyze the impact of the SECURE Act and SECURE 2.0 on IRA distributions.
- Differentiate between "conduit" and "accumulation" trusts and their tax consequences.
- Draft precise "see-through" trust language for IRA beneficiaries.
- Develop strategies for asset protection and special needs planning within IRA provisions.
Product Information
Product Information
Shipping & Returns
Shipping & Returns
Description
Are your clients' retirement assets truly safe and available for their loved ones? After the SECURE Acts, traditional IRA planning strategies are out, and new challenges - along with new opportunities - are in. We'll dive deep into the strategic use of trusts, including conduit, accumulation, and Applicable Multi-Beneficiary Trusts (AMBTs) and advanced planning for special needs beneficiaries, minors, and charitable giving. You'll learn to navigate the intricacies of the 10-year distribution rule and its critical exceptions, ensuring your clients avoid common pitfalls and seize every available advantage. Move beyond outdated approaches and gain the clarity and confidence to draft robust, compliant, and highly effective IRA trust provisions. Help your clients protect their hard-earned retirement savings and achieve their ultimate financial and philanthropic goals. Register today!
- Understand fundamental IRA rules and tax implications.
- Analyze the impact of the SECURE Act and SECURE 2.0 on IRA distributions.
- Differentiate between "conduit" and "accumulation" trusts and their tax consequences.
- Draft precise "see-through" trust language for IRA beneficiaries.
- Develop strategies for asset protection and special needs planning within IRA provisions.
