About the Session
As more wealth is accumulated in retirement accounts, properly planning for the ultimate distribution of these assets is an important aspect of estate planning. Retirement accounts are unique assets, governed by complex rules, and the intersection of tax and estate planning with retirement accounts requires special planning considerations. Owners of retirement accounts need to consider the implications of naming individuals or a trust as beneficiaries, and what choice best fulfills their tax and estate planning objectives. Planners need to understand the special attributes of retirement accounts and how best to guide their clients in planning for them.
For more information about this event or the recorded webinar, please click here: Using Trusts as Beneficiaries of IRAs