Description

IRAs today make up a significant portion of an individual’s portfolio. However, handling them as part of an estate, both before and after death, can be a minefield. This session will cover:

Beneficiary designations

Understanding when distributions must begin after death

Understanding the differences between spousal beneficiaries and non-spouse beneficiaries

Post-death planning opportunities with IRAs

Speaker(s):

• Barry C. Picker, CPA, PFS, Partner, Picker & Auerbach