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Creative Planning For IRA Distributions

Webinar: ID# 1041820
Recorded On-Demand
About This Course:
You will learn how IRAs work, the benefits of IRAs, the distribution rules, when and how to convert to a Roth, how to use trusts as beneficiaries of IRAs, and planning opportunities under SECURE 2.0 and the new proposed regulations.What You'll Learn:Understanding IRAs
  • Traditional
  • Roth
Roth Conversions
  • Benefits of the Roth Conversion
  • Whether to Convert All at Once or Over Time
  • Effect of SECURE 1.0 on Roth Conversions
Distribution Rules
  • During Lifetime
  • New Rules for Designated Beneficiaries
  • New Category of Eligible Designated Beneficiaries
  • Planning Considerations
Trusts as Beneficiaries
  • Reasons to Name Trusts as Beneficiaries
  • State Income Taxation
  • Trust Flexibility
  • Charitable Remainder Trusts
  • Changes Under the Proposed Regulations
Creative Planning For IRA Distributions
or via On-Demand
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