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Inherited IRAs in Estate Planning

National Business Institute

Mar. 9, 2017
Recorded Online
Webcast

Recorded March 9, 2017

Clarify IRA rollover and minimum distribution rules to help your clients maximize the benefit of inherited IRAs after the Clark decision.

Get practical solutions to new and common problems and learn why and how to draft an IRA trust.

Course Content:

SCOTUS Clark v. Rameker Decision on Inherited IRAs
Implications for Inherited IRAs in Non-Bankruptcy Cases
Rollover Rules and Tactics
Recent IRA Guidance on Inherited IRAs
IRA Required Minimum Distribution Rules
Multiple Beneficiaries: Problems and Solutions
IRA Trusts

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