[Audio recorded online.]
Sponsored by the Section of Real Property, Trust and Estate Law.
For many clients, IRAs and other retirement accounts are a significant asset. Maximizing these benefits after death means knowing what steps to take, and when to take them.
This program will cover how to maximize the value of inherited IRAs, including:
• Critical Deadlines;
• What makes stretch distributions so valuable;
• How to orchestrate the transfer to an Inherited IRA;
• What trustees need to know; and
• Surviving spouses.
Continue by clicking on the following link: