When You Can Simply Explain
The Top Inherited IRA Mistakes
You’ll Get and Keep A Lot More Clients!

Even if you think you already know the IRA rules and the top mistakes people make when they inherit an IRA, read on…

Whether you’re a financial advisor, CPA or attorney, your never-ending practice building challenge is to keep more of your existing clients for the long term and, when they die, continue to serve their beneficiaries as clients.

One way to meet this challenge is to inform your clients with sizable IRAs (and their beneficiaries) of the big mistakes made when IRAs are inherited. - - in plain, simple English - - and show them how you can help them avoid (or correct) these costly mistakes.

Nationally renowned CPA and IRA expert, Michael Jones, has put together a simple, time-tested approach to educating your clients (and their beneficiaries) about inherited IRAs, so you get and keep more of them.

Please join us and Michael for a special 90-minute presentation entitled, “Explaining the Top Ten IRA Mistakes to Clients and Their Beneficiaries”, where he’ll show you how to explain even the most difficult inherited IRA concepts and rules, including:

  • What’s the “stretchout” value to the beneficiary?
  • What are “RMDs” and how are they calculated (depending on whether the inheritor is the surviving spouse, another person, or one of several beneficiaries)?
  • What are the special choices available only to an inheriting spouse?
  • What happens when the person who first inherited the IRA dies and the next beneficiary inherits it?
  • What are the top five mistakes made when inheriting an IRA - - and how can you avoid (or correct) them?
  • And much more!
  • Program Title: Explaining the Top Ten IRA Mistakes to Clients and Their Beneficiaries
  • Speaker:
  • Duration: 90 minutes

Michael J. Jones

CPA
Michael J. Jones

Michael J. Jones, CPA is a partner in Thompson Jones LLP, Monterey, California. His tax consulting practice focuses on estate planning and administration of retirement benefits, sophisticated wealth transfer strategy, trust and probate matters (both administration and controversy resolution), and family business transitions.

Mike is the author of Inheriting an IRA and Final Regulations Governing Required Minimum Distributions, a special supplement to The Pension Answer Book. He has written over 100 published articles. Mike serves as Chair of Trusts and Estates magazine’s Retirement Benefits Committee. He has been quoted in New York Times, Forbes Magazine, The Wall Street JournalEd Slott’s IRA Newsletter, Bloomberg Financial Report and others.

Mike has served as adjunct faculty at Santa Clara Law School, and has spoken extensively for the Jerry A. Kasner Symposium, Southern California Tax & Estate Planning Forum, Hawaii Tax Institute, American Institute of CPAs, New York University’s Tax Institute, California CPA Education Foundation, and others.

IMPORTANT NOTICE REGARDING CE CREDIT

The Ultimate Estate Planner, Inc. and the presenter are not registered Continuing Education Sponsors and this program is not pre-approved for continuing education credit for any state or regulatory agency.

However, please note that each program includes a Certificate of Completion and, depending on the license and the regulatory agency for which governs a participant’s CE credit, some professionals may be able to self-report his or her participation and receive credit. It is the responsibility of the participant to complete any process necessary to seek self-reported CE credit for his or her participation. By registering for a teleconference (or purchasing on On-Demand program), you understand that CE credit is not guaranteed or warranted by the presenter or The Ultimate Estate Planner, Inc.

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