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ENGAGE 2017


EST1725 - Estate Planning for IRAs


Jun 14, 2017 4:00pm ‐ Jun 14, 2017 4:50pm

Standard: $49.00

Description

During retirement, most time and effort relating to IRA planning is focused on maintaining and growing retirement funds. Unfortunately, however, not enough attention is paid to the post-mortem tax planning aspects. Nevertheless, with a decent understanding of the basic post-mortem IRA rules, one can avoid the many pitfalls and take advantage of several opportunities.

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Tags: EST

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