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ENG2411
IRA/Retirement Account Update (EST, PFP, TAX) | Preceded by the PFP Standing Ovation Awards and the PFP Distinguished Service Award
Date
June 3, 2024
$49
Standard Price
This product is also available as part of the following products:
This includes sessions from the conference: Advanced Estate Planning (as part of AICPA & CIMA ENGAGE 2024)
This includes sessions from the conference: Advanced Personal Financial Planning (as part of AICPA & CIMA ENGAGE 2024)
This includes sessions from AICPA & CIMA ENGAGE 2024:
This includes sessions from the conference: Tax Strategies for the High-Income Individual (as part of AICPA & CIMA ENGAGE 2024)
The last several years have seen a flurry of changes for retirement accounts. These include changes for employers, savers, retirees, and post-mortem beneficiaries. A near constant flow of regulation and guidance to implement changes from Congress provides both clarification and complication. A timely update for practitioners is critical.
Learning Objectives
- Identify updates in post-mortem IRA distribution regulatory law and guidance.
- Recognize IRA legislative updates and implementation of new statutes.
- Analyze comprehensive themes guiding the wave of change to better plan for the future.
Speaker
Partner, Keebler and Associates, LLP
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