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Course/Product Description
Title:

Inheriting An IRA Or Employer-Sponsored Retirement Plan

SKU:WC-1022829
Date / Time: Recorded
Format: Webinar
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Description:

This information is specially designed for those who advise their clients on inherited IRA and qualified plan distributions.

This webinar will also focus on the required minimum distribution rules and how an IRA payable to a trust may still qualify as a designated beneficiary. This information can help you spot and avoid some of the common mistakes taxpayers make with their inherited IRAs.

Agenda

Overview

  • Foundation Concepts
  • Required Minimum Distributions
  • Determining the Designated Beneficiary
Inherited IRAs
  • BULLET 1
  • Spouse Beneficiaries
  • Nonspouse Beneficiaries
  • Mistakes With Inherited IRAs
IRAs Payable to Trusts
  • Qualifications for a Designated Beneficiary
  • Planning for Contingencies: Contingent Trust Beneficiaries
  • Separate Share Rule for Determining Required Minimum Distributions
Other IRA Planning Issues
  • Inherited IRAs in Bankruptcy
  • Nonspouse Rollovers of Plans or IRAs Preparing for Audit
About The Presenter

William C. Lentine
  • Attorney at Dykema Gossett PLLC
  • Practices in a variety of areas of tax law
  • J.D. degree, magna cum laude, Michigan State University College of Law; degree in accounting, Michigan State University


Cannot Attend The Live Presentation?

This presentation is also available in a recorded format, in CD version, as shown in the pricing options below.

About Webcasts / Audio Conferences / Podcasts:

Webcasts, audio conferences, and podcasts are presentations that you attend via the Internet, phone, or mobile device at a specified date and time for "live" versions, or at your convenience for "recorded" and "On-Demand" versions.

The live versions are interactive, meaning that participants can ask questions in real time, plus are a very cost-effective form of training because 1) you receive fast, convenient learning without any out-of-office time; 2) you can invite as many colleagues as you'd like to listen in on a single phone line; 3) you incur no travel expenses; and 4) you and your colleagues are back at work immediately after the session ends!

And though with recorded versions you do lose the ability to ask questions, you gain the ability to hear the presentation numerous times and to share it with others in your office.

Handout materials and the phone number for live presentations are made available to you prior to the event via email from the presenter and from the "MyAccount" link on the menu bar. Copies of the presentations are included with recorded versions.

About The Provider: Lorman Education Services has provided educational seminars and online training for professionals since 1987.

Since then, we've kept thousands of professionals in the United States and internationally current on the most pressing topics in a rapidly changing marketplace of ideas. Like you, we understand the need for concise, accurate information.

That understanding underlies each Lorman course, presenting the latest information on the laws and regulations critical to your organization's successful daily operations.

Moreover, each course receives our painstaking attention to be certain both the faculty and participants receive the individual attention necessary to achieve maximum benefit from the materials.
More Info: Contact Us For More Information
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