Planning for IRAs and Retirement Assets: Mistakes to Avoid
The SECURE Acts have changed the way we treat retirement assets in estate planning, and mistakes are likely. This course reviews top problem areas of IRA planning: from beneficiary designations through creditor claims and tax consequences. Register today!
- Weigh the unique advantages and limitations inherent in different retirement accounts.
- Prevent missed RMDs and other distribution mistakes (and correct those already made).
- Identify and prevent key mistakes in beneficiary designations.
- Avoid improper use of trusts as beneficiaries.
- Get legal ethics guidance from attorneys who practice in this field.
Planning for IRAs and Retirement Assets: Mistakes to Avoid
The SECURE Acts have changed the way we treat retirement assets in estate planning, and mistakes are likely. This course reviews top problem areas of IRA planning: from beneficiary designations through creditor claims and tax consequences. Register today!
- Weigh the unique advantages and limitations inherent in different retirement accounts.
- Prevent missed RMDs and other distribution mistakes (and correct those already made).
- Identify and prevent key mistakes in beneficiary designations.
- Avoid improper use of trusts as beneficiaries.
- Get legal ethics guidance from attorneys who practice in this field.
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The SECURE Acts have changed the way we treat retirement assets in estate planning, and mistakes are likely. This course reviews top problem areas of IRA planning: from beneficiary designations through creditor claims and tax consequences. Register today!
- Weigh the unique advantages and limitations inherent in different retirement accounts.
- Prevent missed RMDs and other distribution mistakes (and correct those already made).
- Identify and prevent key mistakes in beneficiary designations.
- Avoid improper use of trusts as beneficiaries.
- Get legal ethics guidance from attorneys who practice in this field.
