Handling an Inherited IRA AUDIO DOWNLOAD

    Handling an Inherited IRA AUDIO DOWNLOAD
    CLE 90 min

    Handling an Inherited IRA AUDIO DOWNLOAD

    For many clients, IRAs and other retirement accounts are a significant asset. Maximizing these benefits after death means knowing what steps to take, and when to take them.


    This program will cover how to maximize the value of inherited IRAs, including:

          Critical Deadlines;

          What makes stretch distributions so valuable;

          How to orchestrate the transfer to an Inherited IRA;

          What trustees need to know; and

          Surviving spouses.





    Michael J. Jones

    Thompson Jones LLP - Monterey, CA


    Michelle L. Ward

    Keebler & Associates, LLP, Green Bay, WI



    Speakers and topics are subject to change.


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    Product Details


    Section of Real Property, Trust and Estate Law

    Product Code


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