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Course Details

Inheriting An IRA Or Employer-Sponsored Retirement Plan

Webinar: ID# 1022829
Recorded CD
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About This Course:
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
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Inheriting An IRA Or Employer-Sponsored Retirement Plan
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Course Details
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