IRAs and Retirement Assets in Estate Planning: Recent Changes and New Tactics
IRA rules are in flux, and the changes will have a significant impact on the way we treat retirement assets in estate planning. Are you prepared? This practical update will give you the latest information and new practical guidance for planning in the changing environment. From beneficiary designations through creditor claims and tax consequences, you'll come away with the knowledge you can put to use immediately. Register today!
- Tailor your approaches to the specific types of retirement assets, taking into account their unique advantages and limitations.
- Clarify all the contribution limits and RMD requirements essential to effective planning.
- Identify key mistakes in beneficiary designations and learn how the new rules will affect future decision-making.
- Explore new planning options and priorities in planning for inherited IRAs.
- Keep your practice beyond reproach with a legal ethics guide tailored to the concerns of your practice.
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IRAs and Retirement Assets in Estate Planning: Recent Changes and New Tactics
IRA rules are in flux, and the changes will have a significant impact on the way we treat retirement assets in estate planning. Are you prepared? This practical update will give you the latest information and new practical guidance for planning in the changing environment. From beneficiary designations through creditor claims and tax consequences, you'll come away with the knowledge you can put to use immediately. Register today!
- Tailor your approaches to the specific types of retirement assets, taking into account their unique advantages and limitations.
- Clarify all the contribution limits and RMD requirements essential to effective planning.
- Identify key mistakes in beneficiary designations and learn how the new rules will affect future decision-making.
- Explore new planning options and priorities in planning for inherited IRAs.
- Keep your practice beyond reproach with a legal ethics guide tailored to the concerns of your practice.
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IRA rules are in flux, and the changes will have a significant impact on the way we treat retirement assets in estate planning. Are you prepared? This practical update will give you the latest information and new practical guidance for planning in the changing environment. From beneficiary designations through creditor claims and tax consequences, you'll come away with the knowledge you can put to use immediately. Register today!
- Tailor your approaches to the specific types of retirement assets, taking into account their unique advantages and limitations.
- Clarify all the contribution limits and RMD requirements essential to effective planning.
- Identify key mistakes in beneficiary designations and learn how the new rules will affect future decision-making.
- Explore new planning options and priorities in planning for inherited IRAs.
- Keep your practice beyond reproach with a legal ethics guide tailored to the concerns of your practice.
