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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.
Suppose a well-heeled client has more than he needs in his IRA. Donating IRA assets to charity makes smart tax sense—but should he do so now, or name the charity as beneficiary?
A favorite planning tool for married couples, the ABC trust ensures that a client's spouse receives a stable income for life—and the children get the remaining assets with substantial tax savings.
A QTIP helps your client accomplish two important goals—income for his current spouse, and principal for his children from a previous marriage.
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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