Inheriting an IRA or Employer-Sponsored Retirement Plan

Lorman Education Services

Gain a thorough understanding of IRAs and inherited IRAs and advise your clients with confidence.

This information is specially designed for those who advise their clients on inherited IRA and qualified plan distributions. This topic will also focus on the required minimum distribution rules and how an IRA payable to a trust may still qualify as a designated beneficiary. This information can help you spot and avoid some of the common mistakes taxpayers make with their inherited IRAs.

Learning Objectives

• You will be able to discuss post-mortem required minimum distributions.
  
• You will be able to identify common mistakes with inherited IRAs.
  
• You will be able to review requirements to qualify as designated beneficiary.
  
• You will be able to identify the rollover rules that apply to IRA and qualified plan beneficiaries.

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