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.
- 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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