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View More National Business Institute Webcasts and Conferences

IRA Trusts, Rollovers and Distributions

National Business Institute

Sept. 11, 2017
Recorded Online
Webcast

Program Description

Use IRA Trusts to Your Clients' Advantage

Be prepared for specific challenges associated with IRA trusts by understanding their unique characteristics. Our essential primer will provide you with a comprehensive overview of these popular trusts, including drafting tactics, advantages of an IRA trust and critical sample forms needed to complete the process.

Determine the pros and cons of establishing an IRA over other trusts.
Gain a better understanding of IRA minimum distribution rules.
Examine tax issues associated with an IRA trust, including income and estate tax.

Course Content

Beneficiary Designations (with Sample Forms)
IRA Minimum Distribution Rules
Retirement Account Rollover Rules
Treatment of IRAs in A/B Trusts
Does Your Client Need an IRA Trust?
Drafting an IRA Trust
Legal Ethics
Tax Issues

Continue by clicking on the following link:
https://www.nbi-sems.com/ProductDetails/IRA-Trusts-Rollovers-and-Distributions/OnDemand-Video/76782SVDM

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