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Improper management of IRA assets after the death of the account holder can sabotage a beneficiary's inheritance. Bone up on the rules of distributions, titling of accounts, rollovers, disclaimers, and payouts.
Educating clients about beneficiaries may seem to be the job of the estate planner. But helping clients determine what assets go where can strengthen your ties with the eventual heirs and clue you in on how to manage the portfolio to everyone's satisfaction.
The required-minimum-distribution rules are complex. Are you, your clients, and their beneficiaries withdrawing assets according to regulations and in the most tax-efficient manner possible?
The greatest wealth transfer in history is about to occur, and one of the primary mechanisms will be IRA distributions. Help your clients—and yourself—keep more of the assets intact by correctly navigating the maze of IRS regulations surrounding inherited IRAs.
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Social Security and Medicare Workshop
With Elaine Floyd, CFP®
May 12–15, 2025
The Discovery Meeting Workshop: Transform Your Discovery Process
May 19–20, 2025