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Top IRA Planning Strategies - Webinar

  • ID: 4760467
  • Webinar
  • April 2019
  • Region: Global
  • 90 Minutes
  • Lorman Business Center, Inc.
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Gain an understanding of the rules and regulations around retirement plans with emphasis on planning techniques for multiple generations.

More people are facing retirement today without any fixed pension other than social security, resulting in the increasing importance of 401k, IRAs and other retirement accounts. Unlike simple pension income, large retirement plans are governed by complex rules for required minimum distributions, rollovers, roth conversions, and a myriad of other legal and tax considerations that clients must navigate. This topic will provide an explanation of the rules governing retirement plans with special emphasis on planning techniques to maximize the value of these important assets for multiple generations.

Learning Objectives
  • You will be able to review the rules that govern retirement plan distributions, taxation and beneficiaries.
  • You will be able to discuss the advantages and drawbacks of leaving retirement plan assets in trust.
  • You will be able to recognize the limitations on postmortem planning for retirement plans.
  • You will be able to explain ways to defer (stretch) or reduce taxes using retirement plan assets.
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Retirement Plan Fundamentals
  • Minimum Distribution Rules
  • Income Tax Issues
  • Roth Retirement Plans
  • 2018 Tax Act Changes for Retirement Plans
Planning With Retirement Plans
  • Beneficiary Rules
  • Considerations for Married Participants
  • Federal Estate Tax Issues
  • Lifetime and Charitable Giving
Trust Planning for Retirement Benefits
  • Trust as Beneficiary - Navigating the Maze
  • Minimum Distribution Trust Rules and Trust Income Taxes
  • Standalone Retirement Trusts - Asset Protection and Stretch Maximization for Beneficiaries
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Rebecca Cerny, Esq. - Pierro, Connor & Strauss, LLC, Louis W. Pierro, Esq. - Pierro, Connor & Strauss, LLC
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This webinar is designed for attorneys, estate planners, accountants, presidents, vice presidents, CFOs, controllers, business owners and managers, tax managers, financial planners, enrolled agents and lenders.
Note: Product cover images may vary from those shown