INSTANT DOWNLOAD: “IRA’s at Death and Beyond”

URGENT & IMPORTANT:The IRS Has Issued Final Regulations
for the RMD Rules

What Every Estate Planner Needs to Know to Properly Advise Clients
on Their IRA Planning at Death (and IRA Trusts!)

The IRS has recently issued final regulations for the Required Minimum Distribution (“RMD”) rules. These final regulations reflect dramatic changes made by the SECURE Act 1.0 and 2.0.  These changes impact retirement plan participants, IRA owners, and their beneficiaries.

This is why we have turned to the nation’s leading tax and IRA planning expert, Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), to put together this very timely presentation entitled “IRA’s at Death and Beyond”.

In this 114-minute presentation, Bob will cover an overview of the final regulations, including the following:

• Community property rights of spouses in IRAs and Plans
• Forced share rights

• ERISA and REA provisions and spousal rights under federal law
• Allocations between principal and income under state law

• Spousal consents and REA rights
• The Final Rule for post-mortem RMDs for clients dying either before or after their required beginning date

• What you need to know about the Proposed Rule under Section 327 of SECURE 2.0
• What the final regulations mean for IRAs payable to trusts

• Important notable changes to the Eligible Designated Beneficiary (“EDB”) rules
• IRA planning for clients with disability and special needs issues and treatment of disability trusts

• Treatment of Roth IRAs and whether you’re forced to take RMDs after death
• A look at the 5-year and new 10-year payout rules (including recommendations for how to plan appropriately to qualify for exceptions to the 10-year rule)

• Special rules for spouses, including rollover rules (plus planning for the surviving spouse)
• New decanting and reforming IRA trusts provisions

• New provisions for Power of Appointment trusts
• Over 20 practical examples to easily understand the new rules (and how they work in the real world), plus flowcharts to distill the new rules to common practical situations

• And much more!

Your purchase includes an instantly downloadable video and audio recording and PDF handout materials.  A PDF transcript is available as an add-on for an additional fee.