Inherited IRAs: What Every Practitioner Must Know, 2017 Edition

    By Seymour Goldberg

    Inherited IRAs: What Every Practitioner Must Know, 2017 Edition

    Inherited IRAs: What Every Practitioner Must Know, 2017 Edition

    By Seymour Goldberg

    This book instructs and informs lawyers representing estates on how best to handle the laws and compliance issues surrounding their clients’ investments.

    Inherited IRAs: What Every Practitioner Must Know, 2017 Edition

    By Seymour Goldberg

    Inherited IRAs: What Every Practitioner Must Know, 2017 Edition

    Inherited IRAs: What Every Practitioner Must Know, 2017 Edition

    By Seymour Goldberg

    This book instructs and informs lawyers representing estates on how best to handle the laws and compliance issues surrounding their clients’ investments.
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    This is a new edition of Inherited IRAs, originally published by ABA Publishing in 2013 and then again in 2015. It updates the content to reflect changes recently released by the Department of Labor governing all IRA accounts, including inherited IRAs. In April 2016, the US Department of Labor issued a final fiduciary rule, which significantly affects advisors who render investment advice to Individual Retirement Account owners by expanding the "investment advice fiduciary" definition under the Employee Retirement Income Security Act of 1974 (ERISA) and modifying the complex of prohibited transaction exemptions for investment activities in light of that expanded definition, which has now rendered the 2015 edition of this book obsolete.

    Product Details

    Authors

    Seymour Goldberg

    Sponsors

    ABA Book Publishing

    Publishers

    ABA Book Publishing

    ISBN

    9781634257350

    UPC Code

    9781634257350

    Page Count

    192

    Product Code

    1620737

    Trim Size

    6x9 paperback

    Publication Date

    10/24/2016 12:00:00 AM

    Authors

    Seymour Goldberg

    Sponsors

    ABA Book Publishing

    Publishers

    ABA Book Publishing

    ISBN

    9781634257367

    UPC Code

    9781634257367

    Page Count

    192

    Product Code

    1620737EBK

    Trim Size

    6x9 paperback

    Publication Date

    10/25/2016 12:00:00 AM

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