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IRAs Under Attack


Dec 3, 2012 1:00pm ‐ Dec 3, 2012 2:00pm


Credits: None available.

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):

    Credits

    • 0.00 - Tax

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