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Dealing with Your Clients Retirement Assets (2012) (Audio Only)

Old iMIS Number:
80C54

Description

There are a significant number of clients who have much of their wealth invested in qualified retirement plans, individual retirement accounts (IRAs), and Roth individual retirement accounts (Roth IRAs). Because these assets are subject to both potential income and estate tax, as well as potential early withdrawal penalties and penalties for the failure to take required minimum distributions, they take on added importance in making sure the proper income and estate planning techniques are applied.

Materials

Table of Contents Available after Purchase
Agenda Available after Purchase
Faculty Available after Purchase
Understanding the Basics of the Required Minimum Distribution Rules - B Haynes Available after Purchase
Special Needs Trusts and Retirement Benefits Compromises and Opportunities When Disability and Distributions Collide - T Pleat Available after Purchase
Trusts as Beneficiaries of Retirement Benefits - B Steiner Available after Purchase
Getting the Beneficiary Designation Form Right - P Shevy Available after Purchase
Medicaid Treatment of Individual Retirement Accounts - F Pantaleo Available after Purchase
Roth IRA Conversions - B Haynes Available after Purchase
Retirement Benefits Planning - Three Articles by Bruce Steiner Available after Purchase
Speaker Biographies Available after Purchase
Entire Coursebook Available after Purchase

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