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EST1816 - Estate Planning with IRAs

Jun 12, 2018 8:30am ‐ Jun 12, 2018 9:20am

Standard: $49.00


During retirement, most time and effort relating to IRA planning is focused on maintaining and growing retirement funds. Unfortunately, not enough attention is paid to the tax aspects of IRA planning and the opportunities to preserve retirement funds after death. Nevertheless, with a decent understanding of the basic IRA rules, one will be able to plan around the key issues and identify opportunities.

•Understand the foundational tax concepts of retirement distribution planning
•Learn how to use stretch-out strategies to increase wealth to future generations
•Learn how to designate beneficiaries under the final minimum distribution regulations
•Understand how charitable planning and ILIT strategies can produce beneficial distribution options
•Learn about Using Roth IRA conversions to maximize long-term wealth


Tags: EST

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